Overview

Tax season is one of the main reasons people export Stareceipt data. This guide focuses on the parts the current shared codebase actually proves: review cleanup, filtered export, tax totals, and deductible-amount summaries.

Step 1 — Verify your data before exporting

Before you export, spend a few minutes cleaning up the ledger:

Resolve any outstanding Needs Review items. Un-reviewed receipts are excluded from exports by default.
Use Search & Filters to browse the full tax year (e.g. Jan 1 – Dec 31) and check for obvious errors: wrong dates, uncategorised entries, duplicate-flagged receipts.
Resolve any duplicate detection flags so the same expense is not counted twice.
Confirm that tax amounts are recorded separately on receipts where you need deductible-tax reporting.

Step 2 — Set the date range

Open the Receipts list and click Filters.
Set Date range to Custom range.
Enter January 1 and December 31 of the tax year (or your fiscal year start/end).
Apply the filter — only receipts within that window are shown and exported.

Step 3 — Export to CSV

With the date filter active, click Export → CSV.
In the export dialog, select the columns you need:

Column	Recommended for
Transaction date	Always include
Merchant name	Always include
Category	Always include
Total amount	Always include
Tax amount	Filers who need explicit tax totals
Notes	Include if you log business purpose in notes
Receipt image URL	Include if your accountant needs source images
Ledger name	Include if exporting across multiple ledgers

Click Download — a .csv file is saved to your device.

For full export options, see Export & CSV.

Step 4 — Share supporting receipt images (optional)

Some accountants and CRA/IRS auditors require original receipt images as supporting documentation.

Include the image_url column in your CSV export.
Provide the source images through your approved secure file-sharing process.
If your deployment provides packaged report exports, use them as an additional convenience layer rather than your system of record.

Tax and deductible summaries

Current shared code proves:

receipt statistics include tax_amount,
receipt statistics include deductible_amount,
deductible totals can also be grouped by currency,
tax deductibility is country-aware in shared tax-calculation code.

The shared tax calculator currently treats:

CA with GST / HST / QST deductible handling,
AU and SG with GST deductible handling,
GB, DE, SE, and AE with VAT deductible handling,
US sales tax as non-deductible for input-tax-credit style calculation.

Use those system totals as a starting point, then apply the final tax treatment required by your accountant or filing software.

Sharing with your accountant

Export a CSV for the filing period.
Include source images (via image_url links or downloaded copies) when requested.
Share those files through your organization-approved secure channel.

Annual summary review

Use the current reporting and statistics pages for a high-level pre-export review of categories, merchants, and totals.

Tips

Archive last year's ledger by creating a new ledger at the start of each fiscal year. Use the previous year's ledger as a read-only record. See Managing Ledgers.
Set a recurring reminder to clear the pending review queue monthly so year-end cleanup is minimal.
Treat CSV as the stable baseline export and adapt it to your downstream accounting workflow as needed.