Export your tax-year summary as CSV
Download a spreadsheet of a tax year's receipts to hand to your accountant or open in Excel — plus the other two exports: the category table and a full archive of everything you've ever stored.
Exporting the tax-year CSV
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Open the Summary
Click Summary in the left sidebar, or go to /summary. -
Pick the tax year
Use the Tax Year dropdown at the top to select the year you're exporting. In Australia a tax year runs 1 July – 30 June. -
Click Export CSV at the top-right of the page
The file downloads immediately — one row per receipt for the selected year.
The CSV opens in Excel, Google Sheets, or Numbers, and imports cleanly into accounting software. Most accountants will take it as-is — see what accountants actually want for how to package the handover.
What's in the file
One row per active receipt in the selected tax year, with these columns:
Date / Vendor / Total / Currency
The receipt's core fields, exactly as shown on its detail page.
GST/VAT
The tax component, where it was extracted or entered. Blank when no tax amount was recorded.
Category / Tax deductible
The receipt's category and whether that category is flagged tax-deductible — the column your accountant filters on first.
Tags / Notes
Line-item tags rolled up per receipt, plus any notes you've written.
Line items are not included in this export — it's one row per receipt. If you need item-level data, use the full archive export below, which includes an items.csv.
Before you export
- Empty the uncategorised pile. Uncategorised receipts export with a blank category and won't count toward deductible totals.
- Resolve duplicates. Unresolved duplicate pairs export as two rows and inflate totals. Receipts linked as the same purchase are handled automatically — only the counted one contributes to totals. See Resolve duplicates.
- Check the trash. The export includes only active receipts — anything in Trash is excluded. Restore any receipt you need before exporting.
- Foreign currency: amounts export in their native currency. The Summary page shows ≈ A$ equivalents at ATO monthly rates on screen; the CSV keeps the original amounts, which are the source of truth.
The other two exports
Category table CSV
On the Categories page — downloads the per-category totals for the selected year. Useful when the accountant wants the rollup rather than the receipt list.
Full archive (zip)
In Settings under Export everything — a zip containing
receipts.csv (all years), items.csv (every line item), and every original file exactly as you submitted it. This is your take-everything-with-you export; there's no lock-in by design.
The full archive can be large and is rate-limited to a few downloads per hour. For a routine tax-time handover, the Summary CSV is the right tool.