Exporting Your Records

Now you can export all your records, plus reports, to use anywhere else.

Export options

1. Export Reports (Tax summary or Profit and Loss)
2. Export PDF/CSV of all your income and expenses

Export Reports

Receive a full self-assessment summary delivered to your mailbox. Your Tax Summary includes a breakdown of your income and expenses, profit and tax.

Profit and Loss reports provide an overview on your income and expenses.

1. Open up your income or expense history drawer 
2. Choose the dot-stack in the top-right corner of your history
3. Choose Export data 
4. And select Tax Summary or Profit and Loss
5. Check your email 

Export Income and Expense data

Receive a breakdown of all your income and expense data delivered to your mailbox. You can choose between CSV and PDF format.

• PDF provides income and expense data and photos of receipts or invoices
• CSV provides a spreadsheet of your income and expense data

1. Open up your income or expense history drawer 
2. Choose the dot-stack in the top-right corner of your history
3. Choose Export data 
4. And choose export income/expenses data
5. Choose whether you want to export as CSV (spreadsheet) or PDF formats
6. Check your email