How to Export Tax Data for Your CPA

At tax time, your CPA will need a summary of your invoices, payments, and expenses. Here is how to export everything from JobsPaid.

Exporting Your Invoice Data

1. Go to Dashboard → Reports
2. Select the date range (typically January 1 – December 31 for annual taxes)
3. Click Export as CSV or Export as PDF
4. The file downloads with all invoices, amounts, tax collected, and payment status

What the Export Includes

• Invoice number, date, and customer
• Subtotal, tax amount, and total
• Payment status and date paid
• Tax rate applied per invoice

Exporting Expense Records

1. Go to Dashboard → Expenses
2. Select the date range
3. Click Export
4. The CSV includes vendor, category, amount, date, and notes

What Your CPA Needs

For most contractors, your CPA will want:

1. Total revenue — sum of all paid invoices for the year
2. Sales tax collected — total tax collected and owed to the state
3. Total expenses — categorized business expenses
4. Outstanding invoices — money owed at year-end (for accrual accounting)

JobsPaid's export covers all of these.

Connecting to QuickBooks

JobsPaid QuickBooks integration is on the product roadmap. Until then, the CSV export can be imported into QuickBooks, FreshBooks, or Wave Accounting manually.

Tip: Export Quarterly

Export your data at the end of each quarter so you have a running record and can make estimated tax payments accurately.