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.
Reports → Year-End Packet gathers your year for your CPA: your Schedule C line totals, your mileage deduction, a 1099-NEC summary for your contractors, and a spreadsheet of every transaction.
Yes. Your CPA gets an email with the summary and a spreadsheet of every transaction attached.
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.
Partly. Log the sales tax you collect on the Sales Tax page, and we total it by state and by quarter so filing is easier. You can add tax to invoices you send through Clarity, but that tax is not added to the Sales Tax page for you yet, so log it there too. If you file in more than one state, we recommend TaxJar or Avalara. You can export your sales tax log as a CSV for them.
Email the founder. Real reply, within 24 hours, no ticket queue.
brayden@claritybooksai.com