Tax Help
Export records
Export monthly CSVs from Invoices to organize your records for taxes. In the live app this lives under the caregiver Invoices tab.
Payment methods
Stripe payouts are reported through Stripe tax forms. Zelle / Venmo / Cash payments may still require IRS reporting depending on your filing situation.
Pet Portal does not provide tax advice. Consult a qualified professional for your jurisdiction (including California sales tax on subscriptions when applicable).