P&L, cash flow, Schedule C, and year-end packets.
Reports → Profit & Loss → pick a date range → Generate. The P&L groups your income and expenses by category and shows your net profit. You can drill into any line to see the underlying transactions, and you can export to PDF or CSV.
Yes. The P&L view has presets for This Month, Last Month, This Quarter, Last Quarter, This Year, Last Year, and a custom date range picker. You can also compare two periods side-by-side (e.g. Q1 2026 vs Q1 2025) to see growth.
Reports → Schedule C maps your transactions to the exact line numbers on IRS Form 1040 Schedule C — Gross Receipts, Returns, Cost of Goods Sold, every expense category from Advertising to Wages. You get a one-page summary that mirrors the form, ready to hand to your CPA or type into TurboTax.
A single PDF + companion spreadsheet containing: full-year P&L, year-over-year comparison, Schedule C summary, mileage log, all transactions in one CSV, an itemized deduction breakdown, and 1099-NEC totals for any contractors you paid more than $600. It's the only thing your CPA needs.
Yes. Reports → Year-End Packet → "Email to CPA" → enter their email. We send a secure link that expires in 30 days. Your CPA doesn't need a Clarity Books account to view or download it.
Reports → Export → choose the format (CSV, QuickBooks IIF, or Xero CSV). The export includes every transaction with our category mapped to the destination tool's closest equivalent. You can re-export at any time — your data is always yours.
Partial. We track sales tax collected on invoices you send through Clarity, and we report it on your P&L as a liability (not income). For multi-state sales tax filing, we recommend pairing with TaxJar or Avalara — we'll export the breakdown they need.
Email the founder. Real reply, within 24 hours, no ticket queue.
brayden@claritybooksai.com