fiscode

Accountant handoff

Exporting yearly CSV, importing amended data, and reverting via history.

fiscode is an estimator, not a filer. At year-end you hand off a yearly CSV (and the printable year-end packet) to a tax pro, then import any amendments they send back.

Export the year

From /year-end, click Download year-end packet. You get:

  • fiscode-<year>-yearly.csv — every record dated within the year, plus the active profile, entity, spouse, and home-office spans clipped to the year boundaries.
  • A printable summary view (open in a new tab, then print to PDF).

Import an amended CSV

From / (data page), choose an import mode:

  • overwrite if the accountant is sending the canonical state back.
  • append if they're sending additions only.

Every import snapshots current state into history first. If anything is wrong, revert from /history.

History & revert

Every write goes through a repository function that appends a history row with the before-state. Revert is itself a non-destructive mutation — it writes a new row reflecting the revert and appends another history entry.

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