Export your tax-year summary as CSV

Exporting the tax-year CSV

1. Open the Summary
   Click Summary in the left sidebar, or go to /summary.
2. 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.
3. 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 counted active receipt in the selected tax year. When two documents are linked as the same purchase, the active companion document is omitted so the purchase appears only once. The file has these columns:

Line items are not included in this export — it's one row per counted receipt. If you need item-level data or the linked companion documents, use the full archive export below, which includes an items.csv and all receipt records.

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 — the active companion document is omitted from this summary CSV. 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