You can easily export the data you've submitted to 1tap using the mobile application or the online version of the app.
There are two types of reports 1tap offers a PDF or a CSV report, You can learn more about them here.
To export an expense report, just follow the steps described below:
1tap receipts:
- Open 1tap receipts;
- Go to Reports;
- Tap on the download button in the top right corner;
- Choose the format you prefer - PDF Image Export, CSV Export or Tax Form;
- Choose a tax period (*Other Tax Years for all of the data for the years previous than the last two) and type in the email address you want the file sent to;
- Tap on the 'Export' button.
That's it! An email with a link to download the export file will shortly arrive. In case you can't see it, please check your Spam folder.
1tap tax:
If you'd also like to export your income data, please follow the steps below:
- Open 1tap tax;
- Tap the wheel button at the upper right corner of the screen;
- Tap on CSV and PDF Export;
- Select a tax period.
Once this is done, you'll see a confirmation that the export was successful and the email with links to download the export files should arrive shortly.
1tap online:
- Go to: https://my.1tap.io/ and log in with the email address and password you use with your 1tap account;
- On the left side of the screen, you'll see My Expenses and My Invoices - pick a section depending on whether you want a report for your expenses or your income;
- You will see a blue bubble with an overview of your expenses/invoices - click on the Export button at the bottom right;
- Select the tax period and then CSV and PDF Export;
- After that, you can either select to have the export file sent to your email address or directly download the files to your computer.
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