Your Tax Details (for Tax Filing) report is broken up into 7 main tabs that contain all of the data that you have tagged as business/personal or entered manually in the app. If you haven’t tagged the transaction or mileage, it will be listed in the Pending tab.

  1. Tax Summary - The first tab is the Tax Summary. This tab contains the summary level details for income, expenses (categorized by the IRS’ Schedule C categories), and mileage. To view the detailed list of these items, you’ll need to look at the other tabs.


2. Business Income List - This tab lists any income that you’ve tagged as business. It includes all details like business, client, description, receipt link, date, and amount.

3. Personal Income List - This tab lists any income that you’ve tagged as personal.


4. Business Expense List - This tab lists any expenses that you tagged as business. It includes all details like tax category, business, client, merchant, description, receipt, date, and amount.

5. Personal Expense List - This tab lists any expenses that you’ve tagged as personal.

6. Business Mileage List - This tab lists any mileage that you’ve tagged as business. It includes all details like date, business, client, description, car, start/end location, duration, start/end time, distance, and deduction. At the bottom, it includes the total mileage and total deduction.

7. Personal Mileage List - This tab lists any mileage that you’ve tagged as personal.

You can use the Sort & Filter tool in your spreadsheet software to manipulate the data however you’d like (e.g., if you only want to see trips tagged to one of your vehicles, you can filter your trips on one of the mileage tabs to show only that vehicle).

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