March 13, 2026 Tutorials

Exporting Your Receipts – Accountant-Ready PDF/CSV Reports

Author Sapts Team

Now that you’ve mastered the art of the “Perfect Scan,” it’s time to put those digital receipts to work. When tax season rolls around, your accountant doesn’t want a shoebox of paper; they want an organized, professional report.

With Sapts, you can generate and export comprehensive PDF reports in just a few taps. Here is how to do it.

🎥 Watch: Exporting Your First Report

Check out this quick video to see the export tool in action: https://youtu.be/b3wOPocWv0E

Step 1: Open your app

On your Receipts dashboard, tab the “Reports & Analyics ” tab at the bottom.

Step 2: Tap the Export Report Button

Tap the Export Report button at the bottom right of the screen. You will see several options including Excel (.CSV) and PDF.

Choose your preferred format whether Excel or PDF, for example “Export Report as PDF”: This is the preferred format for accountants because it is professional and uneditable.

Step 3: Customize Your Report

Before the PDF is generated, Sapts gives you a few final options:

  • Include logo: Ensure you have uploaded your business logo at the Settings tab.

Once the PDF is generated, your phone’s sharing menu will pop up. From here, you can:

  • Email directly to your accountant.
  • Save to Cloud (Google Drive, Dropbox, etc.) for your permanent records.
  • Print a physical copy if you still prefer a paper backup.

Why Accountants Love Sapts Reports

By using our latest export tool, you are providing a document that is:

  • Searchable: Find specific vendors or dates in seconds.
  • Organized: No more manual data entry or lost scraps of paper.
  • Compliant: All digital signatures are time-stamped and legally binding.

Pro Tip: The “Monthly Habit” Don’t wait until April! We recommend exporting a Monthly PDF Report on the 1st of every month. It takes less than 60 seconds and ensures you are always audit-ready.

Haven’t tried the new export features yet? Update your Sapts app today and experience the easiest tax preparation of your life!