## Download Banking statements

1. Go to **Banking > Statements**  
2. Locate the account statement you need

## Download Banking documents

1. Go to **Settings > Banking**  
2. Scroll to **Documents**

From here, you can:

- Download a Bank letter (account verification letter)
- Download available tax documents (such as 1099-MISC/NEC, if issued)

The bank letter includes your entity name, address, and checking account details and can be used for vendor verification or payment setup. If you do not see a document you expect, contact us.

## Export Banking transactions

1. Go to **Settings > Banking**  
2. Under **Export transactions**, choose:
   - All transactions
   - Last month
   - Custom range
3. Select Checking and/or Tax planning  
4. Click Download

The file will download in CSV format and can be uploaded into accounting software. _Karat is a financial technology company, not a bank. Banking services provided by Grasshopper Bank, N.A., Member FDIC. The Karat Visa® Business Credit Card is issued by Cross River Bank, Member FDIC, and pursuant to a license from Visa️ USA._