**The CPA-Ready Report is generated on demand from the Reports tab. PDF for review; CSV for their spreadsheet. Both have the disclaimer baked in.** ## Three steps to a report 1. Open the Reports tab from the bottom nav. 2. Tap Download PDF Report (or Export CSV Report for the spreadsheet version). The file generates in your browser and lands in your downloads folder. 3. Open it to confirm everything looks right before you send. > **INFO — What's actually in the report** > > For the full contents of the report, the sample, and what your CPA or tax professional will see, the writeup lives on the Resources site. [Learn more in Resources →](https://resources.glutenhero.net/r/article-cpa-handoff/) ## If the buttons are greyed out Exports require diagnosis attestation. If you skipped that step during onboarding, open Settings → Diagnosis Attestation and toggle it on. The Export buttons wake up immediately. ## Email to your CPA or tax professional Tap Email to My Tax Professional. We open a pre-filled email with the tax year and a short note. Attach the PDF or CSV you just downloaded before sending — your mail client controls attachments, not us. > **WARN — Required disclaimer** > > Gluten Hero is a financial tracking and planning tool. It does not provide tax, legal, or medical advice. Always confirm details with official resources and qualified professionals.
Generate the CPA-Ready Report
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