How to Download Your Tax Export
Tax Export lets you download your own records for a tax year or custom date range. This short video shows where to find it and what to review.
Step by step
1. Open Tax Export
From Reports, open Tax Tools and then Tax Export.
2. Choose the reporting period
Choose Tax year or Custom range, then choose the year.
3. Preview or download
Tap Preview Tax Export to check it, or tap Download Tax Export.
4. Review the tax summary
Review the Annual Vehicle & Mileage Tax Summary, your vehicle details, and the Vehicle Tax Method Comparison below the export buttons.
Good to know
- Pro members can also download a recordkeeping export of their recorded income, mileage, and expenses for a tax year or custom date range.
- Tax Export is a recordkeeping convenience only. Suggested tax categories in the export are educational, are not tax advice, and do not change how anything is stored — confirm every category with a qualified tax professional.