One of the key features we provide is the ability to export your deductions. To access this option, you’ll need an active subscription plan (at least the monthly plan) to download an export copy.
We track your expenses throughout the year, ensuring they’re readily accessible whenever you need them. If you’d like a copy of your deductions to print or use elsewhere, you can easily export them as a spreadsheet. Please note, however, that the export will only include business-related expenses or those eligible for your Schedule C (Form 1040). While you can track personal expenses within the app, the export feature is designed exclusively for business deductions.
Below is a sample of what your export copy looks like.
If you need a template like this one to track your expenses, you can download a free copy here.
How to export a copy of your deductions
Exporting a copy of your deductions from Keeper is quick and easy. Whether you need a record for yourself, your accountant, or another tax software, follow these steps to get your expense data.
Steps to Export Your Deductions
- Open the Keeper app or your web dashboard and go to the Bookkeeping tab.
- Select the tax year for which you want to export your expenses.
- Tap or click the three-dot menu in the top-right corner and choose Export Deductions.
Choosing Your Export Option
When exporting from the Keeper app, you’ll have the option to generate a copy:
- For your personal records
- For your accountant
- For use with other tax software
If you choose "For my accountant," you can enter their email address to have the export sent directly to them. Just select "Connect my accountant," and they’ll receive an email with a download link.
Receiving Your Export
If you choose to export a copy for your own records, you’ll receive an email with the subject line "Your export is ready!" If you do not see it, please be sure to check your spam or junk folder. Kindly note that the link to download your export copy expires after 7 days. If the link expires, you can just email yourself a new one!
💡Tip: You can easily export a copy of your deductions for both the current and previous years. If you've been tracking your expenses with us for a longer period and need copies for earlier years, simply let us know, and we’ll be glad to send you the information via email.
Understanding your export copy
In this section, we’ll help you navigate your export copy, detailing each sheet and how to organize your expenses to suit your needs.
There are several sheets in your export copy:
Schedule C Category Totals
This sheet shows your business deduction totals organized by Schedule C category. You’ll see a separate Schedule C tab for each job or business you’ve added to Keeper. These totals can make it easier for you or your accountant to review your deductions and prepare your tax return.
All Transactions List
This sheet contains a complete list of the business deductions Keeper has recorded for the year. Each transaction includes the date, merchant name, status, amount, category, and subcategory.
If you have multiple jobs or businesses, the list will also show the percentage of each expense allocated to each job, so you can see how your expenses are being split.
If you want to view your expenses within a specific date range, you can easily sort the expense date column from the most recent to the oldest, or vice versa.
If you need to calculate the total for a specific expense or category, you can sort the expenses in the All Transactions sheet alphabetically and then add the amounts by category or expense name.
Note: While the app is great for tracking your business expenses and filing your return, the exported copy of your deductions cannot replace actual receipts or bank statements during an audit. We’ll provide you with an export of the expenses you've tracked in the app, but this is just to guide you when gathering the necessary receipts and bank statements to verify your business expenses.