Generate a complete year-end tax report in one click — all expenses categorized, deductions calculated, and receipts attached. You create it from My Reports → Year-End whenever you're ready, so you can review the year (Personal classifications, omitted duplicates, splits, and purchases set aside for tax review) before the report is built.
Important: Unlike regular reports (which only include unassigned expenses), the year-end report includes every expense for that year — even those already in other reports. Each category gets its own summary tab.
📊 What's included in your year-end tax report: ✅ Expense summary by category - Each category on its own tab (Travel, meals, office supplies, subscriptions, and more) ✅ Mileage log - Complete IRS-compliant record of all business miles ✅ Deduction calculations - Business use percentages already applied ✅ Receipt documentation - All receipts attached and organized ✅ Tax form pre-fill - Schedule C (US) or T2125 (Canada) for freelancers
🇺🇸 For US freelancers: ExpenseBot can pre-fill your Schedule C with expense totals by category. 🇨🇦 For Canadian freelancers: Get the T2125 Statement of Business Activities pre-filled.
📅 When to run it: Any time after your year closes (or during the year for a preview). The result is a comprehensive spreadsheet you can review yourself, use with tax software, or hand to a tax professional. If you change expenses afterwards — add, recategorize, split, omit, correct a date, or set an item aside for tax review — regenerate the report so the numbers stay current. You do not need to delete and rescan a receipt just because you corrected its date in the master sheet.
For a large purchase or improvement that may need capitalization, open Review expenses → More actions → Set aside for tax review before regenerating. ExpenseBot keeps the expense visible, assigns $0 current-year deduction, and leaves the final depreciation, basis, or payment-year treatment for review.
🔗 Learn more: Year-End Receipt Cleanup