Tax week should not start with a scramble for CSVs, password-locked folders, and three versions of “final_FINAL_books.xlsx.” Your licensed CPA or bookkeeper needs a clean package: categorized transactions, a readable period summary, and files that open without a translation guide.
Export after review — not before. A CPA-ready file full of “Uncategorized” is just a faster way to send confusion.
Membership unlocks monthly P&L reports, expense summaries by category, and CPA-ready export (JSON / CSV) generated on your device. Free still gets you the categorized ledger and running P&L. Exports and monthly close reports sit on Membership because that is when the close package becomes the product, not a side quest.
Corpeva is not a licensed accounting firm. “CPA-ready” means a structured handoff for a pro to review — not a filing Corpeva submits for you. Judgment about deductions, timing, and tax treatment stays with the licensed professional you hire.
- Confirm the period your pro asked for, then clear leftover Needs review rows so the file is not a polite dump of confusion.
- Scan the expense summary for spikes that need a one-line note: annual software, one-time equipment, seasonal freight, a contractor who only appears in busy months.
- Download JSON or CSV and hand it over with the business name and the bank nickname you use in Books.
- Keep a copy in your own records so next year is a comparison, not archaeology across email threads.
Why the scramble happens
Teams often wait until a deadline email arrives. Then they rebuild categories from memory, rename columns by hand, and hope the bank CSV matches the spreadsheet someone built last April. Membership’s export skips that rebuild because the categories already live in Books from the weekly habit.
Scramble culture also shows up as multiple “almost final” folders. Pros learn to trust nothing when every attachment conflicts. One coherent package per period beats five competing drafts every time.
- Review before you export.
- Name categories like a human will reuse them next month.
- Send one package per period — not five competing drafts.
- Ask your pro what period they want before you click download.
- Include a five-line cover note: period, bank nickname, known oddities, phone number.
Questions owners ask
Does the export send data to Corpeva’s servers for filing? No. The package is generated on this device for you to download and share with your licensed pro.
Do I need Membership for categorized transactions? No. Free includes one bank connection, auto-categorized transactions, and a running P&L. Membership adds monthly reports, expense summaries, and CPA-ready export.
What about prior years? Catch-up is still worth doing. Clean what you can in Books, document gaps honestly, and let your pro decide how to handle periods that lived only in a shoebox.
A sample cover note you can copy
Keep it short. Pros skim. Something like:
Package for March 2026. Business bank in Books is labeled First National ····4821. Known oddities: annual design suite renewed on the 12th; owner transfer on the 18th labeled as draw. Please call if categories need remapping. — Jordan
That note does more than a second spreadsheet. It tells your pro what to trust, what to question, and how to reach you without digging through email threads from last April.
Run one practice export in a quiet week after you upgrade. Open the JSON or CSV yourself. Confirm business name, dates, and category names look like language you recognize. Practice exports are cheap. Surprise exports during a deadline week are not. Then put a recurring reminder: review queue on Wednesdays, export package when your pro asks — not when panic asks.
