1040-ES, Schedule C & Itemized Expenses

1040-ES

The 1040-ES is a receipt of a Quarterly Tax Payment. It is used to figure and pay estimated tax.

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Schedule C

The Schedule C tax document is used to report income or loss.

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Itemized Expenses

The itemized expenses is a downloadable .csv file that contains all of the user's deductible business expenses, along with their corresponding tax categories and deduction values.

New expense records can be adding by using the POST /users/{userId}/expenses API endpoint.