Exports & tax advisor

Year-end is covered by four live exports: invoice CSV/PDF from the VAT Return Preparation page, the five-sheet XLSX accounting reports, the encrypted Company Data Export ZIP (Settings → Data Export), and the All-Receipts ZIP with your original files. Your personal GDPR account export is separate — and JSON-only. If your accountant just needs access, invite them as a tax advisor instead of shipping files.

Settings → Tax Advisor → Invite by email. Your advisor gets a sign-up or sign-in link, then sees your company in their Clients dashboard with bounded, fully logged access: they can review and correct your books — approve or flag invoices, fix categories and VAT rates, categorize and clear bank transactions, add missing income and expense entries — and every action they take is logged and visible to you. They cannot touch billing, manage your team, invite others, or delete anything, and you can revoke access at any time.

Every business export format is available today: CSV (invoice list, posting-batch hand-off, income & expenses, bank transactions), PDF (invoice lists, single invoices, sales invoices), XLSX (five-sheet accounting reports), encrypted ZIPs (all receipts, full company data), and the advisor bulk-export ZIP (up to 25 clients). Only the personal GDPR account export is JSON — by design.

The VAT Return Preparation page (under Invoices) aggregates a quarter's invoices: input VAT from incoming invoices, output VAT from outgoing invoices, the VAT payable (or refund expected), and a breakdown by VAT rate with count, net, VAT, and gross per rate. Export the quarter as CSV, a posting-batch file for your accountant's software, or PDF. It's a reference view for filing — TaxItEasy doesn't file the return itself.

Pick a format (invoice CSV, posting-batch CSV for your accounting software, or invoice-list PDF), optionally a date range, and up to 25 clients. You get one ZIP with one folder per client containing exactly one file — invoices.csv or invoices.pdf. No receipt images inside; pull those per client via the All-Receipts ZIP.

One Excel workbook with five sheets — Chart of Accounts, Profit & Loss, General Ledger, Trial Balance, and a financial-position sheet — generated on demand from your live invoices and bank transactions. Tax advisors download it per client from the Reports tab; on the company side access is role-gated (Owner, Admin, Bookkeeper). Period-filterable, accrual or cash basis, available on every plan.

The All-Receipts export packs every original receipt file into an AES-256-encrypted ZIP, built in the background and delivered as a single-use emailed download link (valid 24 hours). The ZIP password is shown exactly once on screen when you trigger the export — never in the email. For the structured books (CSVs, JSON, accounting reports), run the Company Data Export instead.