Step 11 of 11

Download your year-end packet

One download with everything your accountant asks for: money, tax collected, expenses by category, partner pay and 1099s, tips and card payments.

MoneyYear-end packet Open Year-end packet

January doesn't have to mean a weekend of digging. One tap gives you a zip file of spreadsheets for your accountant. It's on every plan.

1

Open the year-end packet

In the menu, tap Money, then Year-end packet.
2

Pick the year

From January to April it opens on last year. Pick another year at the top any time.
3

Look it over

The page shows the year on one page: money from cleanings, partner pay, card fees, expenses, what you kept, tips, tax collected and card payments.
4

Check your 1099s

Under Partner pay and 1099s, see how many partners reached the 1099-NEC line for that year. Tap See year-end totals for each one.
5

Download it

Tap Download the packet (the button says the year). Send the zip file to your accountant, or open each spreadsheet yourself.

Good to know

Inside: a summary, money by month, every cleaning, your expenses and expenses by category, tax collected, partner pay with the 1099-NEC column, and card payments.
A cleaning's price includes the sales tax you charged. The packet shows that tax on its own, with your money before sales tax next to it, so the tax is never counted as yours.
The 1099-NEC line is $2,000 for payments in 2026 and later, and $600 before. It counts payments made in the year, so payouts you marked paid that year are used when there are any, and pay for jobs done that year otherwise. Ask your accountant whether to add the tips you passed on. Team members on payroll get a W-2 from payroll instead.
Everything clients paid through Square and Stripe is there, cleanings, tips, gift cards bought online and memberships, so you can check it against the 1099-K those companies send.
Tips go to your partners, so they are in their own column, never in your money.
Add your expenses on Expenses first, so they are in the packet. It is your own numbers to help your accountant, not tax advice.