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.

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