Exports, tax and accounting

• Export your data

  Download expenses, reports, tax summaries, mileage logs, receipt images and documents.

• Make an export template

  Get the same columns every time, in the layout your bookkeeper expects.

• Schedule an export

  Send your bookkeeper last month, every month, without being asked.

• Read your tax summary

  Totals by Schedule C line, from your categories, to hand to your tax preparer.

• Find your 1099 candidates

  See who you paid over the year among the merchants you have marked for a 1099.

• See where the money went

  Insights shows spending over time and broken down by category, merchant, member or project.

• Connect your accounting system

  Approved expenses post with the receipt attached, or go out in a file your system imports.

• Post expenses to your books

  Approved expenses post on their own, or when you say so.

• Other connections

  Gmail, cloud storage and Slack, and what each one does.

Still stuck?

Write to support@papertotal.com and a person answers by email. Say what you were trying to do and what you saw, and we can start from there.