Attaching receipts, invoices or statements

Attaching receipts, invoices or statements

Attaching receipts, invoices or statements


What is this?

We make it easy to keep all of your tax return information together in the software. This includes the Snap and Store feature: it allows you to attach files, like photos, scans and documents, to your transactions. 


How do I do this?

You'll see this option when you open the screen to create or edit a transaction. You can browse your computer for the file(s), or simply drag and drop into the transaction. 

If you’re on your mobile, you can also take a photo and attach it immediately.