Tax year summary — The Paper Keep docs

Opening the summary

Click Summary in the left sidebar, or go to /summary. The page loads showing the most recent tax year that has receipts.

Use the Tax Year dropdown at the top to switch between years. Selecting a different year reloads the page instantly.

In Australia, a tax year runs from 1 July to 30 June. The Paper Keep assigns each receipt to a tax year based on its date — a receipt dated 15 May 2025 belongs to FY 2025 (the year ending 30 June 2025).

Summary totals

The year total appears at the top, with totals for any other currencies alongside and last year's total underneath for comparison. Three tiles below it carry the headline figures:

Tax Deductible

Sum of totals for receipts assigned to a category marked as Tax deductible, shown per currency. Use this figure when preparing your deduction claims.

GST/VAT

Sum of the tax component across receipts in your default currency. Only populated where the tax amount was recorded separately (extracted by OCR or entered manually).

Receipts

Total number of receipts in this tax year, with the average receipt amount.

Under the tiles, a month strip shows each month's spend, receipt count, and a bar sized against the year's biggest month. Click a month to open those receipts.

Breakdown by category

Categories marked Tax deductible get their own table first, across all currencies, so your deduction figures are in one place. The rest of your spending follows in a second table, showing for each category:

Receipts — how many receipts are in this category for the year.
GST/VAT — the sum of the tax component for this category.
Category total — the sum of all receipts in this category.
Share — the category's percentage of the year's spending, with a proportion bar.

Click any row to open that category's receipts. Uncategorised receipts appear in a separate Uncategorised row. Spending in currencies other than your default is collapsed under Other currencies — click a currency to expand its category breakdown.

Breakdown by tag

The tag breakdown appears at the bottom. It lists every tag used on line items within the selected tax year with its receipt count and total; a tag used across several currencies shows each currency's amount side by side.

Tags are applied to line items rather than receipts, so the tag total represents the sum of line item amounts — not the total receipt amount. This is useful for tracking spending on specific types of purchases across many receipts.

The tag breakdown only appears if you have tagged line items. See Categories and tags for how to add tags.

Foreign currency — A$ equivalents

When your summary's primary currency is AUD, foreign-currency amounts also show an approximate AUD figure — ≈ A$… — next to the native amount. Each receipt is converted at the ATO monthly average exchange rate for its receipt month (derived from RBA data), the same rates the ATO publishes for tax returns.

The Tax Deductible tile shows an all-currencies AUD estimate when every foreign deductible receipt could be converted.
A currency bucket with any unconvertible receipt shows no estimate rather than a misleading partial sum.
Footnotes at the bottom of the page state the rate source and flag receipts using a fallback month or with no available rate.

The ≈ A$ figures are estimates to guide your claim — the native amounts remain the source of truth.

Export to CSV

Click the Export CSV button at the top-right of the Summary page to download a spreadsheet of all receipts for the selected tax year.

The exported file contains one row per receipt with the following columns: date, vendor, total, GST/VAT, currency, category, tax deductible flag, tags, and notes. Line items are not included in the export.

The CSV can be opened in Excel, Google Sheets, or Numbers — share it with your accountant or import it into accounting software.

The export includes only active receipts. Receipts in Trash are excluded. Restore any receipts you need before exporting.

Tips for a clean summary

Categorise everything. Uncategorised receipts appear in a catch-all row and don't contribute to the deductible total. Assign a category to every receipt before tax time.
Record the amount. Receipts with no total are counted in the receipt count but excluded from all dollar totals. Edit them to add the amount.
Set the date. Without a date, a receipt is assigned to the current tax year by default. If you're adding old receipts, edit the date so they appear in the correct year.
Resolve duplicates first. Duplicate receipts count twice in the summary totals. Go to Duplicates and resolve any outstanding pairs before relying on the summary figures. Receipts linked as the same purchase are counted once automatically.

Working from home?

Australian users can estimate their work-from-home deduction — fixed rate vs actual cost, including asset depreciation — from the same receipts. See the WFH deduction estimator.