P&L, cash flow, tax summaries, 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 → Tax Summary maps your transactions to the exact lines of the tax return your business actually files. Sole proprietors and single-member LLCs get a Schedule C summary (Gross Receipts, Returns, Cost of Goods Sold, every expense category from Advertising to Wages) mirroring IRS Form 1040 Schedule C. S-Corps, partnerships, and multi-member LLCs get a summary mapped to their return instead (Form 1120-S, Form 1065, and so on). Either way it's a one-page summary ready to hand to your CPA or type into your tax software.
A single PDF + companion spreadsheet containing: full-year P&L, year-over-year comparison, a tax summary mapped to your business structure (Schedule C for sole props and single-member LLCs; the matching entity-return summary for S-Corps, partnerships, and multi-member LLCs), mileage log, all transactions in one CSV, an itemized deduction breakdown, and 1099-NEC totals for any contractors over the IRS reporting threshold ($600 for 2025 payments, $2,000 for 2026). 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 downloads a CSV of every transaction with its Clarity category. Open it in any spreadsheet, or import it into another tool. 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