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[Guided Entry] Auto-create expense entries

This is an article to guide you through automatically creating expense entries in your Taxumo account.

Taxumo Customer Care avatar
Written by Taxumo Customer Care
Updated over 4 years ago

Taxumo now offers the functionality to create and auto-fill expense entries in your Cash Flow. Its covers the following expenses filed in Taxumo:

  1. Taxumo Subscriptions

  2. Government Contributions (SSS & PAGIBIG)

  3. Tax Filings (0605 & 2551Q)

Taxumo Subscriptions

  1. To auto-create expenses from your Taxumo subscriptions, go to Subscriptions.

  2. From your Billing History, choose a paid subscription entry and click on the Create Expense button of the rightmost part of each row.

This will automatically fill-up an expense entry in your Cash Flow. A summary of the expense entry will be displayed for your checking and then click submit.

Note: This feature is available for recurring subscriptions for now. Guided entries for annual subscriptions are not yet available.

Government Contributions

  1. To auto-create expenses from your previous SSS or PAGIBIG Contributions, click Pay Bills.

  2. Under Pay Bills, click Payment History.

  3. Choose a payment entry and click on the Create Expense button on the rightmost area of each row.

This will automatically fill-up an expense entry in your Cash Flow. A summary of the expense entry will be displayed for your checking and then click submit.

Tax Filings

  1. To auto-create expenses from your previous tax filings, go to Tax Dues.

  2. From your Past Filings, choose a paid filing.

  3. From the down button on the bottom right corner of a paid filing, click Create Expense Entry.

This will automatically fill-up an expense entry in your Cash Flow. A summary of the expense entry will be displayed for your checking and then click submit.

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