Your tax preparer does not want your receipts, your bank logins or a shoebox. They want four things, and every one of them is something ProfitBooks produces from your statements (the reconciled balance sheet on the Full Books plan).
1. Complete
Every account the business used, every month of the year, with nothing missing. The coverage map in ProfitBooks is literally this checklist: a green cell for every account-month that is in your books.
2. Reconciled
The transactions in your books add up to the balances on the bank statements. On the Full Books plan every statement is reconciled to the penny, every month: opening balance plus imported transactions tied to the closing balance, with any difference flagged. The Profit plan categorizes and builds the profit and loss without the formal monthly reconciliation.
3. Categorized
Every transaction assigned to a category on a chart of accounts that maps to the tax form you file: Schedule C for sole proprietors and single-member LLCs, 1120-S for S corps, 1065 for partnerships. ProfitBooks builds the chart from your industry and categorizes with a confidence score.
4. Documented
Receipts and invoices attached to the transactions that need them. Meals, travel, equipment, anything large or unusual. Upload them and they are matched automatically.
What to hand over
Export the profit and loss and transaction ledger as CSV (plus the balance sheet on Full Books), or invite your preparer to log in. Either way, they get the same four things.