Make the CPA package Premium
Hand your CPA one package for the year, every line traced to its paper.
Go to Tax time. On a phone it is under More. Pick the year.
On the CPA package row, tap Download.
Print it or save it as a PDF.
Every page says "Draft, review with your CPA". Anything you leave out is named in the package. Your CPA files; the package is their starting draft.
What you'll see
Free on every plan: Account › Download everything, a backup file or a spreadsheet of your entries. Your data leaves with you any time.
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People with access
Can't find it? Ask Moolah in the app, or write to hello@thepropertyledger.app.