sycamore

prep for taxes

the taxes tab renders a year-end summary in irs line-by-line format. your cpa transcribes it without re-categorizing — that's the whole point.

4 steps~3 min
  1. 1

    open the taxes tab

    the tab sits next to p&l in the sycamore nav.

  2. 2

    pick your filing form

    schedule c (sole prop), 1120-s (s-corp), 1120 (c-corp), or 1065 (partnership). pick the one your business actually files.

  3. 3

    review the summary

    sycamore renders every line of the form with the totals filled in. revenue lines, expense lines, all matched to the right line numbers.

  4. 4

    export csv or pdf

    hand it to your cpa. they can copy the numbers straight onto the form — no re-categorizing.

    tip

    your filing form lives in sycamore settings — pick it once and the chart of accounts conforms. if you're not sure, ask your cpa, but most solo operators are schedule c.

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