Reports for taxes and your accountant

Totals by account and by tax line (clickable PDF), mileage, Schedule C and QuickBooks/Xero export.

beginner · 4 min

Open Reports:

  • Expense report — choose the workspace: totals by account of its chart and by tax line. Open PDF shows it in the viewer; in the PDF, each account is a link to its receipts. The download is a signed copy. CSV too.
  • Mileage — the miles from MyTeamDay for that workspace, with the IRS rate of each day.
  • Schedule C — your year's expenses by Schedule C line, to hand to your tax preparer. A summary for review, not a filed return.
  • QuickBooks / Xero export — a CSV per bank or card account.

Tip: confirm your receipts before the end of the month, so the reports are complete.

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