Connect TurboTax to FiscalInsights
Export tax-ready data directly to TurboTax for seamless filing.
Integration Features
How It Works
FiscalInsights generates a TurboTax-compatible export file containing categorized income and expenses mapped to IRS Schedule C line items. The export includes total revenue, itemized business expenses by category, home office deductions, and vehicle expenses. TurboTax reads this file and pre-fills the relevant tax forms.
How to Connect TurboTax
Tax season is stressful enough without manually re-entering a year's worth of financial data into your tax software. The TurboTax integration lets you export your FiscalInsights data in one click, pre-filling your Schedule C, Schedule SE, and other relevant tax forms in TurboTax.
Throughout the year, FiscalInsights categorizes your transactions into IRS-compliant tax categories: advertising, car expenses, contract labor, insurance, office expenses, supplies, travel, meals, and more. At tax time, these categories map directly to Schedule C line items, so your deductions are already organized exactly how the IRS expects them.
The export includes all the supporting data TurboTax needs: total gross receipts, cost of goods sold, itemized business deductions, home office calculations (if applicable), vehicle mileage deductions, and quarterly estimated tax payments already made. For freelancers and sole proprietors, this integration turns tax preparation from a multi-day ordeal into a 30-minute review.
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