№ 001 — Questions

Everything creators ask us.

Accounting, taxes, receipts, gifted product, and how your CPA fits in. If something's missing, support is one tap away.

Questions

Frequently asked.

No. QuickBooks is built for plumbers and retailers who sell widgets. Post is built for you — where your income is YouTube ads, brand deals, Patreon, affiliate codes, and gifted product. Different income, different tool.

None. You see your money in creator language — brand deals, gifted stuff, people you pay. The accounting happens automatically underneath, and it's real accounting, not a simplified version. Your CPA will thank you.

Yes — and it's free. Inviting your CPA is included on Pro, no seat fee. They see your books in accounting language: journal entries, financial statements, tax-ready exports. Most CPAs tell us it saves them hours per client.

Only if you want it to. A lot of creators file their own taxes with the step-by-step guide Post provides. Others hand it off to their existing CPA, who loves the clean data. And some add the CPA-filed return — managed filing through a partner CPA (get a quote). Your call.

Post itself is not a tax preparer or accounting firm. Filing happens through one of three paths you pick: DIY via TurboTax / FreeTaxUSA / H&R Block, your own CPA (invite them as a collaborator on Pro — free), or managed filing through a partner CPA. Managed filing is an optional add-on available on both Essentials and Pro — get a quote. The CPA-creator engagement is governed by a separate engagement letter you'll sign before filing.

Yes. Post gives you a full draft of your return with every number filled in, plus a step-by-step guide to copy those numbers into any tax software you already trust — TurboTax, FreeTaxUSA, H&R Block, Cash App Taxes, whatever. Most people finish in about 20 minutes.

Real math, not a flat percentage. Federal, self-employment, and state — calculated month by month based on your tracked earnings, state, filing status, and deductions. The engine was co-built with accountants, so the rules behind every number are the same ones an accountant would use. Per-user numbers remain planning estimates — review with your CPA before filing or paying.

Yes. Snap a photo and Post reads the merchant, total, tax, and line items — then suggests a tax category for you to confirm. You review, never type. Your bank transactions get the same treatment the night they post.

Post matches them. Scan the receipt before the bank charge posts and Post links it up a day or two later when the charge lands. Scan after the charge hits and Post finds the matching transaction to attach. Either order, same result — one line item, never two.

No. IRC § 6001 and IRS Publication 583 say a categorized bank or card statement already satisfies recordkeeping for most business expenses. The $75 receipt rule itself comes from Treas. Reg. § 1.274-5T(c)(2)(iii) — receipts aren't required below that amount (other than for lodging, which always needs one). Post asks for a receipt photo only when it actually matters: over $75 at ambiguous merchants (Amazon, Target, Walmart, Costco), any hotel stay, cash purchases that aren't in your bank feed, or meals where we also need a quick note about who was there. Everything else, we skip the nag — that's the differentiator.

Gifted product is taxable at fair market value. Post looks up the retail price, tags each item as for-content, personal, or returning, and keeps it out of your tax bill when you don't use it for work. No competitor does this.

Post matches every 1099 against the income we already tracked. If a brand's 1099 amount doesn't match what you remember, we flag it — before the IRS does.

YouTube, TikTok, Instagram, Stripe, Shopify, Patreon, and any bank account via Plaid. We're adding more integrations every month.

Yes. Post runs the S-corp election analysis against your real income (would it actually save you money?), helps you set a defensible reasonable salary, splits your payroll from owner distributions, and exports a clean K-1 package — totals, a schedule, and a draft form — at year end. Per-user numbers are planning estimates; confirm the specifics with your CPA.

You don't start from a blank slate. Connect your bank and platforms and Post rebuilds the year to date from source data. You can also import historical bank statements by CSV to backfill earlier months.

Bank connections run through Plaid and are read-only — we never see or store your bank login. Your data is encrypted, never sold or used for ads, and you can export or delete it any time. There's more detail on our security page.

Two plans — Essentials and Pro — billed monthly or annually (annual works out to three months free). Every plan starts with a 30-day free trial. See the pricing page for the current numbers.

Stop guessing what you made.

Post uses cookies for sign-in and light product analytics so we can make things better. No ads, no resale. See privacy.