One file for your accountant
At the end of the year you get one file: totals by category, every receipt behind them and the store's original attached. Send it to your accountant, export it for your tax software or save it to a folder.
A tax receipt organizer for your accountant, not a shoebox
A tax receipt organizer that files medical, childcare, donation and tuition receipts under your tax return's categories, with a running total for each.
Smartbills files each receipt under its tax category with a running total, ready to hand to your accountant.
Tax receipts sorted the way your return is
Medical and dental, prescriptions, childcare, donations, tuition, medical travel, professional dues and home office each get their own category, and every receipt goes into one as it arrives.
- Categories that match the lines on your tax return
- Unclear receipts flagged for you instead of guessed at
- Your corrections remembered next time for that store
Only the claimable line counts
A $184 pharmacy bill might be a prescription, a toothbrush and two bottles of shampoo. Smartbills gets each item from the store's checkout system, so only the prescription is added to your medical total.
- A mixed basket adds only the items you can claim
- Tax amounts kept separate where a claim depends on them
- The store's original receipt kept next to the numbers
How tax receipts works
Receipts come in
Automatically sent through Smartbills. Elsewhere, upload the email receipt or photograph the paper one.
Sorted for your return
Each claimable receipt goes under the category your return uses, item by item when it's itemized.
Watch the totals
See each category's total all year, not in April.
Hand it over
One export with the totals, the receipts and the stores' original records.
Keep exploring
See all products- ProductDigital receiptsDigital receipt software that turns every sale at your POS into an itemized electronic receipt, hosted online and delivered by app, SMS, email or API.
- ProductReturns & warrantyFind the receipt for the thing you're returning by searching for it, with the return deadline and warranty countdown already attached.
- ProductSplit & settleSplit a bill by what each person actually had, starting from the receipt already on your phone, and the balance clears when a friend pays you back.
FAQ
Frequently asked questions
What people ask us before they sign up.
A tax receipt organizer keeps the receipts you can claim on your tax return, such as medical expenses, childcare, donations and tuition, sorted by category with a running total. Smartbills counts only the claimable lines on each receipt and gives your accountant one file.
No. Smartbills doesn't tell you what you're entitled to claim, doesn't apply income thresholds and doesn't know your situation. What it does is make sure every receipt exists, is sorted sensibly and can be handed to your accountant or your tax software.
Medical and dental, prescriptions, medical travel, childcare, charitable donations, tuition, professional dues and home-office expenses. You can change the list, since what matters to someone on a salary is different from what matters to someone who's self-employed.
No. It gives you the proof your return relies on (totals, receipts and the stores' own records), but filing means representing you to a tax authority, which is a regulated activity and a separate product.
Keeping receipts works anywhere; it's the categories that change from country to country. The Canadian set includes Quebec's separate provincial return, the US set follows Schedule A and the common above-the-line deductions, and anywhere else you can set up your own categories.
Six years in Canada, and longer for some claims. Smartbills keeps the store's original receipt next to the details it pulled from it. You have more than a picture to show if the CRA asks.
You upload the email receipt or photograph the paper one, and Smartbills pulls out the store, date, total and tax. What you lose is the item-by-item split. A mixed basket has to be sorted by hand, and the app marks which receipts that applies to.
Trips are logged separately from receipts and totalled the same way. A medical travel claim is usually the distance, the parking and the appointment itself, and those come in as three different kinds of record.
Yes. The export is made for your accountant and includes the receipts as well as the totals. They aren't taking a number on faith. It only covers the categories you chose to share.
Get started
Next March, hand your accountant one tidy file.
Get the app, connect a card, and this year's claimable receipts will be sorted as they come in.