Tax Year Pack
Get your year's business income and expenses sorted into the lines of the tax form, ready for your accountant
- 🏷️ Sell & side business
- Just for you
- Version 7
- Free · no account
What it does
- Income and expenses from your other apps, on the lines of the tax form
- Quarters: estimated-tax dates, what to set aside, and reminders before each one
- The accountant pack: one zip with the summary, a CSV, QuickBooks and Xero import files, the mileage log and the receipts
How to start
- Open Studio on your phone, on the web or on your computer, and tap Gallery (or the Find an App tile).
- Find Tax Year Pack under Sell & side business, and tap Add.
Try it with example data (in your browser, nothing is kept) · Open it in Studio on the web
Using it needs no AI. New to Studio? Get started.
Main tasks
Bring in your records
Tap Allow for Side Income, Receipt Keeper, Subscriptions, Mileage Log and your selling apps. The year's income and expenses are gathered on your device.
Check the categories
Open Categories and pick the right tax form line for each group, or mark it personal. The Summary lists anything still to check.
Plan estimated tax
Open Quarters to see each period's profit, what to set aside and the due date. Enter the payments you made, and turn on "Remind me 7 days and 1 day before each due date".
Make the accountant pack
On the Summary, save one zip file with the summary, a CSV of every entry, QuickBooks and Xero import files, the mileage log and the receipts.
Print the summary
Save the summary page to print or save as PDF, or tap Export CSV for every entry. It is a summary for your records, not tax advice.
Make it yours
Ask Studio: “Show what I set aside each month, not each quarter”
Hold the app and tap Edit with AI, then say what to change in plain words. Every version is kept in History. How to ask well.
In these ready-made spaces
- ☕ Café (Your business)
- 💇 Salon & services (Your business)
- 📚 Tutor (Your business)
- 🛠️ Contractor (Your business)
- 🧺 Farm & market (Your business)
- 🧰 Side hustle (You and your family)