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Finances

How to export financial data

Generate a CPA report with expenses, deductions, and vendor-level detail without changing your records.

Updated

For: Owner, Admin

Before you start

  • Review expense categories and amounts before sharing the report.
  • Choose the correct tax year before downloading or saving a copy.
  • Share this file only with your CPA or the person preparing your taxes.

1. Open the CPA report

  1. Go to Finances > Export for CPA.
  2. Confirm the Tax year you want to review.
  3. Before downloading, read the summary to make sure the totals look right.
Export for CPA screen with tax year, download buttons, summary, and expense detail

2. Review summary, excluded items, and details

  1. Use Total expenses to see the full amount recorded for that year.
  2. Use Total deductible to see how much is included based on the category.
  3. Review Excluded before sending the file: it shows incomplete expenses, out-of-year expenses, or missing amounts.
  4. In Details, check date, category, Schedule C, vendor, amount, and deductible percent.

3. Download only when you are ready

  1. Click Download CSV when you want to open the file in Excel, Google Sheets, or share it with your CPA.
  2. Use Print / Save PDF when you need an easy review copy or internal record.
  3. After downloading, go back to expenses if you find a category or amount that needs correction.

Statuses and options you may see

Tax year

Meaning: Controls which year is included in the report.

Next step: Change it before downloading if you are preparing another tax year.

Download CSV

Meaning: Creates a financial row file to review outside IMPULSO.

Next step: Use it when your CPA asks for a spreadsheet.

Print / Save PDF

Meaning: Opens a version you can print or save as a PDF from the browser.

Next step: Use it for visual review or internal records.

Total expenses

Meaning: Sum of expenses included in the visible year.

Next step: Compare it with your receipts or bank statements.

Total deductible

Meaning: Amount included as deductible based on the recorded category.

Next step: Review categories if this total does not match what you expected.

Excluded

Meaning: Expenses that do not enter the report because data is missing or they are outside the year.

Next step: Fix them from Expenses before sharing the file.

Schedule C

Meaning: A guide line for organizing US business expenses.

Next step: Confirm the final classification with your CPA.

Deductible %

Meaning: Category percentage that counts as deductible.

Next step: Review categories like Business Meals, which may not be 100%.