Exporting Expenses for Your Accountant
At tax time, your accountant needs a clean record of all your business expenses. Here is how to export your JobsPaid expense data.
Step-by-Step Export
- Go to Dashboard → Reports
- Click the Expenses tab
- Set the date range to the period you need (e.g., Jan 1 – Dec 31 for annual taxes)
- Click Export CSV
- The file downloads to your device
What the Export Contains
Each row in the CSV represents one expense and includes:
- Date
- Vendor/store name
- Category
- Amount
- Notes/description
- Whether a receipt image is attached
Sending to Your Accountant
The CSV file can be:
- Emailed directly to your accountant
- Uploaded to accounting software (QuickBooks, Wave, FreshBooks)
- Opened in Excel or Google Sheets for review
What Your Accountant Does With It
Your accountant will use the category totals to populate Schedule C (for sole proprietors) or your business tax return. The main categories they will use:
- Materials → Cost of goods sold
- Vehicle → Vehicle/travel expenses
- Tools & Equipment → Depreciation or Section 179 deduction
- Subcontractors → Contract labor
- Insurance → Insurance expense
Quarterly Exports
Consider exporting at the end of each quarter (March 31, June 30, September 30, December 31) to make estimated tax payments more accurate and avoid a large year-end scramble.