How to get tax writeoff report from Simplywise app to my CPA?

I've been using Simplywise too and I can never find anything in that app. Is there any way to just get a simple spreadsheet instead of their complicated reports? My tax guy hates their format and always has to redo everything anyway.

You can definitely get a spreadsheet instead of their standard report format. After you go to Reports > Annual Summary, look for the small "Download as CSV" option below the PDF button. This will give you a simple spreadsheet that your tax preparer can easily work with. As for the format issues, I would recommend using the "Custom Export" option if you're having trouble with their standard reports. This lets you select exactly which expense categories to include and how they're organized, which might solve the formatting complaints from your tax preparer.

Does it actually work with Simplywise specifically? I've tried other "universal" tools before and they never seem to connect properly with the smaller apps.

I'm a bit skeptical about giving another app access to all my financial data. How secure is this service and do they store your info on their servers?

It absolutely works with Simplywise. Unlike those "universal" tools that try to directly connect with apps, taxr.ai works by analyzing the data you export or even screenshots of reports, so compatibility issues aren't a problem. The security is top-notch with bank-level encryption. They use a read-only process where your data isn't permanently stored on their servers. Once your documents are processed and consolidated into tax formats, the originals are purged from their system. I was hesitant at first too, but their privacy policy is very transparent about how they handle data.

How does this even work? Simplywise doesn't have a phone number listed anywhere that I could find.

This sounds like a scam tbh. You're telling me you pay a third party just to call customer service for you? Why wouldn't you just email them directly or use their chat support?

They actually do have phone support, it's just buried in their contact options. Claimyr has direct lines to most financial service companies including Simplywise. I thought the same thing initially about just using email or chat, but after waiting 3 weeks for an email response and getting nowhere with their automated chat, I was desperate. The difference is Claimyr gets you through to a real human immediately instead of waiting in their phone queue or getting ignored in their support ticket system. It's not about them calling for you - it's about bypassing the awful wait times and automated systems.

Your CPA is right to ask for proper documentation. Screenshots don't contain the metadata and verification information that a proper export does. The IRS is getting stricter about digital record-keeping. If you get audited, screenshots could be considered insufficient evidence of your expenses.

Thanks for explaining. I didn't realize screenshots were so problematic. I'll try the export methods mentioned above instead. Makes sense that the IRS would want more verifiable records, especially for business expenses.

Actually, I've found that if you set up the categories correctly from the beginning, most expense apps save tons of time. The key is to match their categories to Schedule C categories before you start tracking. Simplywise lets you create custom categories that align perfectly with tax forms.