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Can I export a document to give my accountant or tax preparer?
Can I export a document to give my accountant or tax preparer?
Updated over a week ago

Yes, when exporting reports, you have the option to add additional email addresses, allowing you to send your reports directly to your accountant or tax preparer. Typically the Tax Details (for tax filing) report is the most useful report for them since it includes all of your business income, expenses, and mileage. However, you’re able to email them any of the reports available in your Hurdlr account.

To Add Recipients When Emailing your Reports

On the Mobile App

  1. Tap the 3 dots icon in the top left corner

  2. Select ‘Reports’

  3. Choose the report you want to export

  4. Tap '+Add New'

  5. Enter in the recipients email address

  6. Click ‘Export Report’/’Email Report’

On the Web App

  1. Click on ‘Reports’ on the left hand side of the screen

  2. Choose the report you want to export

  3. Click ‘Email Report’

  4. Enter in the recipients email address

  5. Click ‘Download’/’Email Report’

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