Tax Summary

Use GetCost reports to gather the income, expense, and tax data you need for tax filing. Export reports as CSV to share with your accountant.

Where to Find Tax Data

Tax-related data is spread across several reports. Here's which report to use for each purpose:

What You Need Report to Use
Total income for the year Income or Detailed
Expenses by category (deductions) Expense or Detailed
Taxes paid on expenses Expense (Before Taxes and Tax columns)
Taxes collected on invoices Detailed (Taxes column)
Mileage for vehicle deduction Mileage
Labor hours and rates Timesheet
Note: Set the date range to your tax year (e.g., January 1 to December 31) to get the full year's data.

Expense Categories

Categorizing your expenses throughout the year makes tax time much easier. The Expense and Detailed reports break down expenses by category, so you can quickly see totals for each type of deduction.

  1. Go to Reports

    Open the Reports screen from the menu.

  2. Select the Expense Tab

    Tap Expense to see all expenses for the selected period.

  3. Review by Category

    The Category column shows each expense's classification. Use the category filter to view one category at a time, or see all categories together with totals at the bottom.

Tip: Set up your expense categories in Settings | Transaction Categories to match common tax deduction categories (e.g., Materials, Vehicle, Office Supplies, Insurance). Categorize expenses as you record them throughout the year.

Taxes Collected

If you charge sales tax or other taxes on your invoices, the Detailed report shows how much tax you collected during the period.

Detailed Report Tax Columns

  • Before Tax Amount — the amount before taxes were applied
  • Taxes — the tax amount collected (one column per tax type)
  • Expense Taxes — taxes you paid on business expenses
  • Amount — the final total including taxes

If you have multiple tax types (e.g., State Tax, County Tax), each appears as a separate column so you can see the breakdown.

Export for Tax Filing

Export any report as a CSV file to share with your accountant or import into tax software.

  1. Set Your Date Range

    Select the start and end dates for your tax year.

  2. Choose the Report

    Select the report tab you want to export (Income, Expense, Detailed, etc.).

  3. Tap the Download Button

    Tap the download icon in the top bar to export the report as a CSV file.

Reports Available for Export

  • Income
  • Expense
  • Detailed
  • Client
  • Timesheet
  • Mileage
  • Estimate
Tip: Export the Detailed report for the most complete data set. It includes income, expenses, taxes, and category breakdowns all in one file.