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Guide · tax draft · income rollup

Freelance tax draft: roll up labor income from Alipay / WeChat CSVs

Updated 2026-10-21 · ~7 min · pre-filing self-check for freelancers

Accountants and tax tools usually want a monthly income draft, not raw wallet dumps: labor-related gross, refunds, and main payers. Here is a repeatable CSV workflow. Not tax advice - follow your local filing rules.

Minimum draft columns

Column	Use
month	YYYY-MM
gross_income	Labor-related income total (+)
refunds	Refunds to clients (+ means money returned)
net_income	gross − refunds
top_payers	Counterparties contributing most of the month
notes	Contracts / invoices to attach

Build it from wallet exports

1. Export Alipay + WeChat for the filing period (how-to).
2. Clean to standard fields; merge and dedupe transfers.
3. Keep income rows that look like client/labor payments (category + note heuristics).
4. Group by month and counterparty; write the draft table above.

Exclude personal transfers, red packets, and wallet top-ups unless they are truly business income.

BillFold for the messy middle

BillFold emits clean.csv + monthly Markdown so you spend time classifying, not fixing headers. Pro is a one-time $5.50 download on itch.io.