Guided Entry helps you save time and stay organized by automatically turning your past Taxumo payments into expense entries—no manual typing needed. It’s the fastest way to ensure your Taxumo investment is properly recorded in your tax filings.
How it Works
The process is simple: once you have a successfully paid item, you can convert it into a Cashflow entry with just a few clicks. You’ll always have the chance to review and edit the details before anything is finalized.
Auto-Creating Expenses from Taxumo Subscriptions
To turn your subscription payments into expense entries, follow these steps:
Go to the Subscriptions tab on your dashboard.
Under Billing History, find a paid subscription entry.
Click the Create Expense button on the rightmost side of that row.
Taxumo will automatically fill out an expense entry for you. Review the summary, make any necessary adjustments, and click Submit.
Troubleshooting & Tips
Prerequisites: Ensure the subscription is marked as Paid. If the transaction is still pending or failed, the "Create Expense" option will not appear.
Missing Entries: If you’ve clicked submit but don't see the entry in your Cashflow, try refreshing the page or checking if you are filtered to the correct month/year.
Editing: Don't worry about mistakes—even after using Guided Entry, you can still edit or delete the entry directly from your Cashflow tab.
Need a hand?
If you don’t see the "Create Expense" option for a paid item, or if you're having trouble with your entries, reach out to our support team through the chat bubble—we're happy to help you out!