> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.booksgpt.ai/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Draft and download your tax return with CPA-GPT

CPA-GPT reads your books and drafts a federal tax return you can download as a PDF. It is a draft: review every line with a tax professional before you file.

||| BooksGPT is not a CPA and is not authorized to file returns with the IRS. The download consent says the same.

## Open CPA-GPT

Open **All pages** in the left sidebar, then click **Assistant** and **Tax returns**.

![The Assistant group with Tax returns active](https://booksgpt.ai/help/cpa-gpt/returns-nav.png)

The empty chat offers three starters:

- **Do my 2025 tax return** drafts a return from your books.
- **Build a CPA hand-off package** gathers the documents an accountant asks for.
- **Ask a tax question** answers a question without changing the draft.

![The three starter capsules and the reply box](https://booksgpt.ai/help/cpa-gpt/starters.png)

| You can skip the starters and type your own question at any time.

## Answer a few questions

CPA-GPT asks for what the books cannot tell it, such as your filing status, your accounting method, and what the business does. Reply in the box or tap a suggested chip.

After each turn, the **NEXT STEPS** row shows what moves the return forward, such as confirming your filing status or answering open questions.

![The draft report and the NEXT STEPS chips](https://booksgpt.ai/help/cpa-gpt/next-steps.png)

## See your return as the real IRS forms

The right pane draws the actual IRS forms. Form 1040 comes first, then Schedule C behind it, or Form 1065, 1120, or 1120-S for a partnership or corporation. Your numbers sit in the form's own boxes, and totals are computed from the lines above them.

Use **Prev** and **Next** to move through the pages, and **-** and **+** to zoom. The chip at the top shows how complete the draft is.

![Form 1040 drawn from the draft, business income on line 8](https://booksgpt.ai/help/cpa-gpt/form-1040.png)

![Schedule C behind it, net profit on line 31](https://booksgpt.ai/help/cpa-gpt/schedule-c.png)

## Download your draft

1. Click **Download draft**.
2. Tick **I understand and agree to the Terms of Service and Privacy Policy of BooksGPT**.
3. Click **Download draft** again.

![The download consent](https://booksgpt.ai/help/cpa-gpt/download-consent.png)

The PDF downloads with a name like `2025-Sole-Proprietor-tax-return-draft.pdf`, and it contains the same pages you saw in the preview.

| A draft you already downloaded stays available. **Download again** produces a fresh copy and records a new consent.

## Send it for CPA review

Click **Send to CPA review** to put the draft on your reviewer's queue. If CPA review is not enabled on the workspace, the button explains how to add it.