How to Export Your Expenses to Your Accountant

Short answer: give your accountant a spreadsheet of expenses grouped by IRS Schedule C category (CSV or Excel) with date, merchant, amount, and notes, plus access to the receipt images. NeoReceipt produces exactly that in one click, CSV, Excel, or a PDF report, plus a ZIP of every receipt, so your CPA has totals and proof together.

What your accountant actually needs

A good handoff has three parts: categorized totals(so they can fill in Schedule C without re-sorting your spending), the underlying line items (date, merchant, amount), and the receipt images available if anything needs checking. The cleaner and more categorized your export, the less your accountant charges in time, and the fewer deductions slip through.

The one-click way to do it

Capture receipts all year (photo, forward, or connect your inbox) so they are categorized as they arrive.
At tax time, open Reports and export: a CSV for any software, an Excel workbook with separate sheets, or a PDF tax-summary report.
Download the image ZIP so your accountant can verify anything on request.
Send all of it. Done, no manual spreadsheet, no shoebox.

Hand your accountant a clean export, not a shoebox. Start free with 10 scans.

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Frequently asked questions

What format does my accountant want for expenses?+

Most accountants want a spreadsheet (CSV or Excel) of expenses grouped by category with date, merchant, amount, and notes, plus access to the receipt images if they need to verify anything. A categorized CSV is the universal format that drops into any tax software.

How do I export expenses categorized by Schedule C?+

Use a tool that assigns IRS Schedule C categories as you go, then export. NeoReceipt exports your expenses already grouped by Schedule C line as a CSV, Excel file, or PDF report, plus a ZIP of every receipt image, so your accountant gets totals and proof together.

Should I send receipts or just totals?+

Send the categorized totals so your accountant can file, and keep the receipt images available in case anything needs substantiating. You do not need to mail paper; a digital export plus stored images is enough.

When should I send everything to my accountant?+

Ideally you track all year so the export is ready the moment tax season starts. If you have left it late, a tool that captures and categorizes quickly (including from your inbox) lets you assemble a clean export fast.

Trusted by freelancers

Tax season in a few clicks

See how freelancers hand their accountant clean numbers.

NeoReceipt saved me during tax season. As a freelance graphic designer, I had receipts scattered across emails and folders. In just three months, NeoReceipt automatically categorized over 400 receipts and helped me identify nearly $2,300 in deductible expenses I would have otherwise missed.

SMSarah MitchellFreelance Graphic Designer

I drive for Uber and DoorDash full-time, and tracking gas and maintenance receipts was a nightmare. After switching to NeoReceipt, I reduced my bookkeeping time from 4 hours a week to less than 20 minutes and had every expense ready for my accountant.

JRJames RodriguezRideshare Driver

As a real estate agent, I'm constantly on the road and collecting receipts from multiple vendors. NeoReceipt helped me recover over $4,100 in business deductions last year by ensuring nothing slipped through the cracks.

JPJessica ParkerReal Estate Agent

Reviews from early NeoReceipt users. Individual results vary.