QBCrew dashboard

Tax-prep export

Quarterly tax-prep ZIP

Pick the quarter you’re filing for. The preview shows totals from this quarter’s activity, and the download bundles four reports (P&L, balance sheet, trial balance, categorized journal) — every PDF generated server-side.

Download tax-prep ZIP
4 PDFs
Period

Jul 1 - Sep 30

Export

Bundled ZIP for Q3 2026

One server-built ZIP containing pnl.pdf, balance-sheet.pdf,trial-balance.pdf, and categorized-journal.pdf. Hand the bundle straight to your CPA.

Download tax-prep ZIP
4 PDFs

tax-prep-Q3-2026.zip