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Clients and money

Tax settings and exporting your data

Tax on invoices

You can add a tax rate to an invoice or quotation. It appears as its own line with the amount, and the total updates automatically. Store your tax or VAT ID in your business profile and it appears on your documents.

Tax set-aside estimate

Enter a percentage and the app shows that share of your earnings, so you can see roughly how much to keep aside. It is an estimate to help you build the habit.

It is not tax advice. Rules differ by country, so check with your tax authority or an accountant.

Export to CSV

Export your financial data as a CSV file. You can open it in a spreadsheet or give it to your accountant.

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