Taxsy

Support

Answers to the common questions. If yours isn't here, email me. It's a small operation and I read everything.

Get in touch: email. I aim to reply within two working days.

Getting started

How do I add a receipt?

Tap Camera to scan one, or Library to import photos you've already taken. You can select many photos at once. Taxsy works through them one at a time and shows the progress.

There's also Manual if you have no receipt and just need to record a cost.

Why does it ask what my line of work is?

Only to give you a sensible starting set of expense categories. A builder and a photographer don't track the same things. You can add, reorder or remove any of them afterwards in Settings → Categories, and pull in another trade's starter set at any time.

The scan got something wrong. Can I fix it?

Yes. Every field is editable before you save, and afterwards by tapping the receipt in History. Reading a photo is never perfect, particularly on creased or faded till receipts, so it's worth a glance before saving.

If the line items don't add up to the printed total, Taxsy tells you and always keeps the printed total as the amount saved.

Everyday use

Part of this receipt was personal. What do I do?

If Taxsy picked out the individual items, untick the personal ones in the Items section, and their prices come off the receipt total as you go. You can also just type the correct amount over the total.

I bought something abroad. Which exchange rate is used?

In the UK, Taxsy uses HMRC's officially published monthly exchange rate for the month the receipt is dated. In every other country it uses the European Central Bank's reference rate for the receipt's date. Either way it shows you the rate it applied, and you can type in a different one, such as the rate your card actually charged.

Rates are cached once downloaded, so it keeps working offline afterwards.

The European Central Bank publishes rates for about 30 major currencies. For anything else, enter the rate yourself. Taxsy remembers it and offers it for your next receipt in that currency, telling you which receipt it came from, and warns you if that was more than a month away.

Can I scan a screenshot of my banking app?

Yes. Take a screenshot of your banking app's transaction list, or of Apple Wallet, and import it with Library. Each payment becomes its own record, with its merchant, amount and date. "Today", "Yesterday" and day names like "Friday" are turned into the right dates.

Money coming in, such as wages, refunds and transfers in, is left out. If a screenshot only shows money coming in, Taxsy tells you there was nothing to add.

One screenshot counts as one scan towards the free trial, however many payments it holds.

It says a receipt might be a duplicate.

Taxsy flags a scan when the merchant, amount and date match something already saved. If it's genuinely a separate purchase, choose Save Anyway. If it is a duplicate, choose Discard.

Can I add my own categories?

Yes. In Settings → Categories you can add, reorder and remove any category, including the ones Taxsy set up for you. Removing a category moves its receipts to Miscellaneous rather than deleting them.

Exporting and records

What do I actually get when I export?

A ZIP containing a spreadsheet of your receipts plus all of the receipt images. The spreadsheet is a plain CSV file, so it opens in Excel, Numbers, Google Sheets or any accounting package, and the images are there for your records.

Export from the Summary screen, choosing a full tax year or a single quarter. In the UK the quarters are MTD quarters, and you can also export a calendar year.

Where is the export button?

Open Summary from the main screen. The export button is at the top left, the square with an arrow pointing up. Tap it and choose the period you want.

It used to be in Settings. It moved to Summary in version 1.0.1, next to the totals it covers.

Does Taxsy work outside the UK?

Yes. Choose your country when you set Taxsy up, or later in Settings → Country. Ireland, the US, Canada, Australia and New Zealand are built in, each with its own tax year and currency. In the US the quarters are the IRS estimated-tax periods, with each payment's due date.

If your country isn't listed, choose Somewhere else and pick the date your tax year starts and the currency you work in.

The app is in English only for now.

I changed country. What happens to my receipts?

Receipts you've already saved stay exactly as they are, in the tax year and currency they were saved with. New receipts use the new country's tax year and currency.

Does Taxsy support Making Tax Digital?

It produces the records: choose MTD Quarter when exporting and you get that quarter's receipts, with the filing deadline shown. Both the standard quarters (6th to 5th) and the calendar-quarters election are supported.

Taxsy doesn't submit anything to HMRC itself. You or your accountant file using your usual MTD software, including the free ones. Taxsy is the part that reads and keeps your receipts, so you don't need to pay for receipt scanning on top.

Does Taxsy do my tax return?

No. Taxsy keeps your expense records in order and hands them over in a format your accountant or accounting software can use. It doesn't file with HMRC and it isn't tax advice.

Where is my data stored, and how do I get it out?

On your device and in your own iCloud account, syncing between your iPhone and iPad. Nothing is stored on our servers, and there's no account to sign up for.

You're never locked in: export at any time and you have everything as a spreadsheet plus the original images.

The export seems to take a while.

A big year with hundreds of photos takes a few seconds to gather and compress. You'll see the progress while it works. Keep Taxsy in the foreground until the share sheet appears.

Billing and account

Is there a subscription?

No. Taxsy is free to download and your first ten scans are a free trial. After that it's a single purchase with no subscription, no upsells and no adverts, and there's no limit on how many receipts you can scan.

What does the free trial include?

Ten scans, with everything switched on: the reading, the categories, the line items, foreign currency, the lot. There's no time limit on it. Once you've used the ten, scanning a new receipt asks you to unlock. Everything you've already saved stays exactly as it was, and you can still view, edit and export it without paying.

"Scan for life" is a big promise. What if the scanning service stops one day?

Then you carry on without it. Your receipts and photos live on your device and in your own iCloud, never on a server of mine, so nothing you've saved depends on Taxsy's service existing. Viewing, searching and exporting all work entirely offline and always will.

Scanning goes through a small service I run, so that you don't need an account with Google. If that ever went away, you'd go to Settings → AI Scanner, paste in a Google Gemini API key of your own, and scans would go straight from your phone to Google exactly as before. The app already does this today for anyone who prefers it.

I bought it before — do I pay again on a new phone?

No. Purchases are tied to your Apple Account, so signing in with the same one restores it on any of your devices.

How do I request a refund?

Refunds are handled by Apple, not by me. Go to reportaproblem.apple.com, sign in and choose the purchase. If something's wrong with the app, do email me first — I'd rather fix it.

Can I use my own AI key?

Yes, if you'd prefer. In Settings → AI Scanner you can enter your own Google Gemini API key, and scans will go directly from your device to Google using it instead of through Taxsy's service. Leave it blank and everything just works. It's also the fallback that keeps the app working if Taxsy's service ever stopped — see above.

Still stuck?

Email support with your device model, iOS version and what happened. Screenshots help enormously. I aim to reply within two working days.