Workflow Guide
B
Workflow GuideTax Reporting
How to Connect B9 for Tax Reporting
Generate cost basis reports, capital gains summaries, and transaction exports for tax filing workflows.
Implementation steps
- 1
Confirm all relevant accounts are connected and synced through the current tax year.
- 2
Review cost basis calculations (FIFO) and flag wash sale adjustments where applicable.
- 3
Export transaction summaries and gain/loss reports for tax filing or advisor handoff.
Required evidence
- Cost basis calculation (FIFO)
- Capital gains and loss summaries
- Transaction export for tax filing
B9-specific considerations
- Monitor B9 balances, merchant-level spending, recurring bills, direct deposits, and transfer activity in one Clarity dashboard so you can review B9 with real trend lines, balances, and history instead of checking B9 in isolation or rebuilding the same context each week.
- Compare B9 with brokerage accounts, crypto balances, liabilities, and total net worth, which makes it easier to explain whether activity from B9 changed liquidity, diversification, or total net worth across your broader financial picture.
- Use Clarity as a B9 spending tracker that turns raw B9 updates into a repeatable workflow for weekly cash flow reviews and month-end budget checkups, rather than a one-off snapshot that is forgotten after a quick check.
- Keep B9 visible next to the rest of your household finances so large changes from B9 are easier to understand during weekly reviews, month-end reconciliation, and forward planning without reconstructing the timeline from memory.
- Tie B9 activity to budgeting reviews, subscription cleanup, and recurring expense decisions, which helps convert monitoring into clear follow-up actions whenever B9 starts moving in a way that deserves attention, explanation, escalation, or review.