Record and Deduct Sales Tax Effortlessly With Shoeboxed

Deducting sales tax just got easier 

All Shoeboxed customers now have the power to add a new data field to their digitized receipts: sales tax, value-added tax (VAT), or goods and services tax (GST). 

Once you opt-in, Shoeboxed will begin scanning sales tax/GST/VAT information on future receipt submissions. This information will then be included in your digitized receipts for you to organize as you see fit. 

Taking advantage of this feature means you won’t have to hunt down and mine your receipts for sales tax data: we’ll store that information for you so you can deduct sales tax quickly and easily.  

PS, haven’t filed your taxes yet? Here’s everything you need to know about the new tax deadline.

More money in your pocket 

Deducting your sales tax reduces your tax liability and ultimately puts more money in your pocket. When you opt-in to tracking your sales tax data, we’ll make it easy for you to report on and deduct it. 

Not sure if you can or should deduct sales tax? If you made large purchases last year, live in a state with no income taxes, or otherwise plan to itemize your deductions, this strategy can be particularly beneficial. 

The new tax deadline means you have more time to maximize your deductions. Learn how.

Getting started 

Not on a Shoeboxed plan and want to start recording your sales tax? Try Shoeboxed free for 30 days.

Current Shoeboxed customers can opt-in to recording sales tax from their account settings page. For full details on how this new feature works, visit our Help Center.

We’re Looking for iOS Beta Testers for our New Reimbursement App

Shoeboxed is looking for companies who would like to Beta test our new reimbursement app. We’re looking for testers who use iOS devices and are reimbursed by their companies for out of pocket expenses.

Over the years, the Shoeboxed support team has received countless customer requests asking us to add an expense reimbursement component to our service.

Our “Needs Reimbursement” tagging feature has served as a good work-around, but we know that it’s nowhere near a complete solution.

fetch-screenshotThat’s why we have spent the past five months building Fetch. Fetch (by Shoeboxed) is the employee reimbursement app you’ve been waiting for.

Fetch has none of the cumbersome bells and whistles or extra hoops to jump through of other “expense reporting” apps.

In fact, Fetch has gotten rid of expense reports altogether.

Employees snap pictures of and categorize their receipts and admins approve and pay the expenses back through the app. Simple as that.

We could dedicate this whole post to Fetch’s features and telling you how easy it is to use, but we’d rather you see for yourself.

If you have an iOS device and are interested in trying out Fetch, please visit fetch-submitFetchMoney.com and provide us some info so we can get you setup!

We really don’t have any ‘limitations’ regarding who can Beta test and who cannot. That’s one of the beautiful things about the app.

We are working on an Android version and expect to have it available for Beta testing in January 2017.

We can’t wait to have you all help us make Fetch happen! Wink, wink.

[Update] Direct Download for Reports is Now Available!

We have now added a Direct Download button for expense reports in the Reports section, allowing you to save custom reports directly to your computer.

You asked and here it is!

We have now added a Direct Download button for expense reports in the “Reports” section of our web app. This will allow you to save and access custom reports directly to your computer. You no longer have to email an expense report as an attachment before saving and downloading it!

Direct Download
Download reports directly to your computer as a PDF or Excel file without having to email an attachment first.

What does this mean for you?

Instead of having to open your inbox and access the report from an email message, you can simply create the report and save it straight to your computer, bypassing the old email attachment process.

If you do need to email the report to someone (or to yourself), we didn’t completely remove the email option. It’s in the form of an optional check box next to the “Generate and download” button.

The added direct download functionality is the latest update to the new Reports section – a simple but powerful page in your account dashboard that lets you create custom-built summaries of expenses with just a few clicks of a button.

In addition to being able to directly download new reports, you can also view a list of past reports and download them straight to your account.

Past Reports
View and download old reports straight to your computer.

We hope the new Reports section and the updated direct download functionality make it even easier to manage your expenses.

As always, we value your feedback. If you have thoughts or questions about the direct download update, please let us know in the comments section below, or let us know how we can improve our reports automation by filling out this quick survey!