Exports & tax advisor

Settings → Export, pick a date range, click Export. The current format is JSON (machine-readable, every field). CSV and PDF formats are on the 2026 roadmap. If your accountant wants ongoing access instead of a one-time file, use Invite tax advisor — that's the right path.

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 read-only access to invoices, transactions, and trading partners. They cannot modify your data, see your inbox, change billing, or invite others.

JSON export is live today and covers every field. CSV and PDF formats are on the 2026 roadmap — CSV in H2, PDF in late 2026. Until they ship, JSON imports cleanly into Excel (Get Data → From JSON), Google Sheets (JSON Tools add-on), or your accountant's tools. For one-off manual CSVs, [email protected] will generate one within 1–3 working days.

The VAT view aggregates every invoice in a chosen period by VAT rate, separating input VAT (purchases) from output VAT (sales). For each rate you see the count, total net, total VAT amount, and total gross. The balance row shows what you owe (output minus input) or are owed. It's a reference view for filing — TaxItEasy doesn't file the return itself.

Tax-advisor mode → Bulk export → pick a period → select up to 25 clients → Generate ZIP. You get one ZIP with one subfolder per client, each containing a JSON export over the chosen period. Built for year-end handover to your accounting software.