Income records
- Stripe sales
- Payhip sales
- Refunds/chargebacks
- Processing fees
- Affiliate/other income
Private tax-prep organizer
Tax Center
Organize income, expenses, receipts, deductions, and CPA-ready summaries. This helps prepare your records; it does not replace a licensed tax professional.
Expense categories
- Domains and hosting
- Software/SaaS
- Advertising
- Contractors/pro services
- Equipment and supplies
- Phone/internet allocation notes
Quarterly prep
- Export monthly revenue
- Match receipts
- Summarize deductions
- Review estimated tax needs
- Send packet to CPA if needed
Receipt / deduction note
Tax data sources tied into this command center
| Source | Use | Where it lives |
|---|---|---|
| Stripe / Payhip | Gross revenue, refunds, fees, product sales | Provider dashboard + owner notes/Supabase where configured |
| Pantry/Home/Car | Receipts, fuel, business-use notes, equipment/maintenance questions | Local owner workspace until cloud sync enabled |
| Debt Center | Interest notes, liabilities, payoff planning, business vs personal separation | Local owner workspace/Supabase when synced |
| Bank/Brokerage Center | Transactions, balances, holdings, tax lots where provider supports it | Provider tokens + Supabase only after secure integration |
| AI Assistant | Draft summaries and checklists | Draft workspace; review before use |
Tax tie-in
Scan-to-tax routing
Business receipts, Stripe/Payhip fees, software subscriptions, office supplies, professional services, side-hustle business expenses, bank transactions, and pay stubs can be routed from the Scan Import Center into this tax-prep workflow.
Business intelligence
Reports & Profit Intelligence
Review sales, marketing, tax, graphics, CSV imports, exports, and analysis in one dashboard.
Open Reports Center