At quarter-end, the tax report is already done.
It comes free with keeping the record. Every receipt is already photographed, filed to a job and categorised. Run the period you need, a calendar year or any quarter, and hand the result to your accountant as a PDF or a CSV.
Quarters, because that is how you pay
Self-employed people pay estimated tax every quarter, but most tools assume a calendar year. This report runs for any quarter as easily as a full year.
What is on it
A complete picture of recorded expenses for the period, built from the receipts you already photographed.
- Total recorded expenses and receipt count for the period
- Potentially deductible total: each category at its own rate, business meals at 50%, personal spend at nothing
- Category breakdown with amounts, receipt counts and percentages
- Full money breakdown: subtotal, discount, tax, tip, delivery and service charges
- Payment-method breakdown, including card last four
- Month-by-month trend across the period
- Receipts missing an image, the gap in your records, shown before it matters
It flags its own gaps
Every report tells you what is missing before you send it: which receipts have no image, which have no invoice number, which are still uncategorised. Fix them first, then export.
Where it sits
The tax report is the last of five. Most jobs need the first two sooner: the Job Report and the Client Expense Report, the documents you hand a customer. Then come the Supplier Spend Report and the monthly review. All five export to PDF and CSV.
What this is not
This is not tax advice and it does not file anything. It is a report of your recorded expenses, categorised, with a potentially deductible total. You and your accountant work from it. Whether a given expense is deductible is a question for your accountant.
About tax report
Does it do my taxes?
No. It gives you and your accountant a tax-ready report of your recorded expenses, split by category, with a potentially deductible total. It is not tax advice and it does not file anything.
Can I run a single quarter?
Yes. The report runs for a calendar year or any single quarter, which is what quarterly estimated tax needs.
Does it track mileage?
No. There is no mileage, trip or odometer data in the product, so a standard-mileage deduction cannot be calculated from it.
The rest of the product
Job costing
What each job has cost so far, in money and in materials.
Client reports
Show the customer where the money went, down to the line item.
Receipt scanning
Every line item, tax, tip and total, read from a photo in seconds.
Supplier directory
Five spellings of the same supply house, one real total.
Item price history
The best price you ever paid, and who gave it to you.
Snap the receipt. We’ll do the rest.
Free to start, and no account needed to scan your first receipt. iOS and Android.
No bank linking · No manual entry · No spreadsheets