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 a gross receipts line, about 20 expense lines in Part II, 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 categories
Expense categories built around Schedule C, so each total has a place on the form
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 the IRS rate in force on each trip's date (76 cents per mile from July 1, 2026).
- CSV ZIP. Four files. summary.csv has gross receipts, total expenses, business miles, the vehicle deduction, and net profit. income.csv has every self-employment income row with date, source, client, notes, and amount. expenses.csv has every expense with date, vendor, category, Schedule C line, notes, client, and amount. mileage.csv has every business trip with date, purpose, start and end address, miles, and deduction.
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 putting each expense in a category when you log it. Office supplies and postage belong on line 18, travel on line 24a, meals on line 24b at 50 percent, legal and accounting fees on line 17, contract labor on line 11, and repairs on line 21. Home office costs are not a Part II expense: the deduction is figured on Form 8829 or with the simplified method and entered on line 30. Health insurance and HSA contributions are not Schedule C expenses at all; they go on Schedule 1.
The PDF's page 2 groups the totals by line. Have your preparer review each total before it goes on the return, and use the expenses CSV to check individual rows.
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 taxable income: AGI minus the standard deduction and the qualified business income (QBI) deduction. AGI is reduced by the self-employed health insurance deduction (Schedule 1 line 17), HSA contributions (Schedule 1 line 13), and half of the SE tax. The QBI deduction is generally 20% of your business profit after those business-related deductions, capped at 20% of taxable income before it.
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 summary.csv, income.csv, expenses.csv, and mileage.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 in force on its date (72.5 cents per mile through June 30, 2026, and 76 cents from July 1) 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?
The 11 expense categories in the toolkit are built around Schedule C, but a category is not a line. Office supplies and postage belong on line 18, travel on line 24a, meals on line 24b at 50 percent, legal and accounting fees on line 17, contract labor on line 11, and repairs on line 21. Home office costs are not a Part II expense: the deduction is figured on Form 8829 or with the simplified method and entered on line 30. Health insurance and HSA contributions are not Schedule C expenses at all; they go on Schedule 1. The PDF's expense summary page groups totals by Schedule C line for your preparer to check.
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.
What does Self Employment Toolkit cost?
All of the tax exports listed on this page (Schedule C year-end bundle, monthly timesheet PDF, CSV / HTML mileage log, income CSV, invoice CSV, and the quarterly tax estimator) are in the Pro tier at $6 a month or $48 a year. The Free tier ($0 forever) does not cap mileage; time is capped at 10 entries per month and does not include the PDF or CSV/HTML mileage exports; it's useful for trying the toolkit before upgrading. 14-day refund window on the first paid Pro period; cancel any time.
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