Year-end Schedule C tax export
A 3-page PDF and a CSV ZIP that hand your accountant everything they need to file your self-employment taxes. Every expense category maps to a Schedule C line. Every mile is valued at the IRS standard rate. Free to use, no install required.
See your tax export
Schedule C in a box
For freelancers and 1099 workers, the work of filing a tax return is the work of producing Schedule C. It is one IRS form with one revenue line, eleven expense lines, and a net profit number that decides what you owe in federal income tax and self-employment tax. Everything else on the return follows from those numbers.
The tax export bundle does the assembly. Click a year, click download, and you get the PDF and ZIP described below. Your accountant sees the same shape they see for every other Schedule C client. Tax software accepts the CSVs directly. Nothing needs reformatting.
11 lines
Every expense in the toolkit maps to a Schedule C line; the bundle rolls them up for you
What's in the bundle
The download produces two files for the year you pick.
- Schedule C PDF (3 pages). Page 1 is a financial summary: gross revenue, expenses by category, mileage deduction at the IRS rate, and net profit. Page 2 is an expense summary grouped by Schedule C line, with category subtotals. Page 3 is the expense detail register, one row per expense, sorted by date. The header is dark navy, amounts are right-aligned, dates are MM/DD/YYYY, mileage is valued at 72.5 cents per mile for 2026.
- CSV ZIP. Four files. income.csv has every income row with type (self-employment vs other), source, and any withholding. expenses.csv has every expense with category, subcategory, vendor, notes, and receipt indicator. mileage.csv has every trip with start, end, distance, route distance, and category. invoices.csv has every invoice with status, paid date, and total.
How expenses map to Schedule C lines
Most freelance tax-prep frustration comes from sorting expenses after the year ends. The toolkit avoids this by categorizing each expense to its Schedule C line at the time you log it. Office Supplies goes to Line 22. Travel goes to Line 24a. Meals goes to Line 24b. Software and Subscriptions and Professional Services roll into Line 17. Home Office reports on Form 8829 and flows back to Schedule C Line 30.
The PDF's page 2 is the rollup. Your accountant can type those numbers directly into the form, or your tax software can ingest the CSV and assign each row to the right line automatically.
The Reports tab: every export in one place
The year-end Schedule C bundle is the headline export, but it is not the only one. The Reports tab at Dashboard > Reports gathers every export the toolkit ships into one page so you do not have to hunt across tabs.
- Year-end tax bundle: the PDF and CSV ZIP described above. Year picker.
- Mileage log: printable HTML version of the IRS-compliant mileage log, plus a CSV with every trip.
- Monthly timesheet PDF: per-client, per-month timesheet portrait PDF with a reconciliation strip, weekly grouping, and your company branding.
- Expenses CSV: filtered by date range, category, or client.
- Income CSV: with income-type and withholding columns for accurate quarterly tax math.
- Invoices CSV: with status and paid date for cash-basis reporting.
Income and AGI: what the bundle shows your accountant
For Schedule C filers, the bundle's net profit number is the input to two separate tax calculations. The 15.3 percent self-employment tax applies to 92.35 percent of net profit, with Social Security capped at the annual wage base ($184,500 in 2026). The federal income tax applies to your AGI minus the standard deduction, with AGI itself reduced by the self-employed health insurance deduction (Schedule 1 Line 17), HSA contributions (Line 13), and half of the SE tax.
The toolkit's quarterly tax page uses the same numbers in real time during the year, so the year-end bundle is just a snapshot of what you already saw. By the time you click export in March, you have known the rough number for months.
Estimate your tax bill before you file
The bundle is for filing. For planning, the Self Employment Tax Estimator takes your gross revenue and total expenses and shows exactly how much federal income tax and SE tax you owe, including the AGI reductions for health insurance premiums and HSA contributions. Run it after each quarter to confirm you are on track.
Frequently asked questions
What is in the year-end Schedule C tax bundle?
A 3-page PDF and a CSV ZIP. The PDF has a financial summary, an expense rollup by Schedule C line, and an expense detail register. The ZIP has income.csv, expenses.csv, mileage.csv, and invoices.csv. Everything is filtered to the year you choose.
Does the export include my mileage deduction?
Yes. Every business trip logged in the
mileage tracker is multiplied by the IRS standard mileage rate for the year (72.5 cents per mile for 2026) and reported on the PDF as the car and truck expense for Schedule C Line 9. The mileage CSV in the ZIP has one row per trip for audit support.
How do expense categories map to Schedule C lines?
Each of the 11 expense categories in the toolkit maps to a specific Schedule C expense line. Office Supplies maps to Line 22, Travel to Line 24a, Meals to Line 24b, Professional Services to Line 17, and so on. The PDF's expense summary page rolls up by Schedule C line so your accountant or tax software gets clean, organized input.
Can I export prior years?
Yes. Pick any year from the year selector on the Reports tab. The bundle filters every record to that calendar year, so you can re-run an export later for an amended return or an audit response.
How does this work with my accountant?
Most accountants want the same shape: a Schedule C summary and supporting detail. The 3-page PDF is the summary. The CSV ZIP is the detail. Send both. Your accountant can paste the page 2 rollup directly into tax software, or import the CSVs if their software accepts them. The expense categorization already lines up with the IRS form, so no manual re-sorting is needed.
Is the tax export free?
Yes. Self Employment Toolkit is free to use during beta. No credit card is required. The Schedule C tax bundle, monthly timesheet PDF, mileage log, income CSV, and invoice CSV are all included.
Get your Schedule C export ready before April
Create a free account, log this year's revenue and expenses, and the year-end bundle is ready when you are.
Start your tax export