Attaching receipts, invoices or statements

Attaching receipts, invoices or statements

What is this?

We make it easy to keep all of your tax return information together in the software. This includes the ‘Snap and Store’ feature: it allows you to attach files, like photos, scans and documents, to your transactions. 

How do I use this feature?

You'll see this option when you open the screen to create or edit a transaction. You can browse your computer for the file(s), or simply drag and drop into the transaction. 

If you’re on your mobile, you can also take a photo and attach it immediately.

Need help?

If you are still unsure or need further help you can contact your accounting firm or our Digital Tax Software support team by submitting a ticket at the bottom of the page.

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