United States
Smartbills attaches the itemized receipt to each card transaction, from the merchant or your mailbox, before the IRS asks for it.
The receipt the IRS asks for, attached
For lodging, and for travel, meals and gifts of $75 or more, the IRS expects documentary evidence of the amount, date, place and nature of the expense. Smartbills attaches the itemized receipt to the transaction, with the sales tax on its own line. The substantiation is already in the file.
- Itemized receipt attached to every card line it can match
- Sales tax kept per receipt, as charged
- Business purpose added once, on the report
Sales tax is part of the cost
US sales tax is set by the state and often by the city or county too, and a business can't claim it back the way GST works in Canada. Smartbills keeps the tax line on each receipt as it was charged and books it with the expense. Your US costs show what you actually paid.
- State and local tax kept as charged
- Booked to the expense, not claimed
- Five states with no statewide sales tax
Why teams switch
The tax is on the receipt, not the card statement.
Our card program shows where money went, but the IRS asks for what it bought.
The itemized receipt is attached to the card line, from the merchant or the mailbox, with the line items intact.
Sales tax rates change from one city to the next, and we can't see what we paid.
Sales tax is kept on its own line from each receipt. What you paid in each place is recorded as charged.
Expense reports come in after the 60 days our accountable plan allows.
Receipts arrive as purchases happen. A report is ready long before the deadline.
Before and after
What changes on a US receipt.
For a business expense of $75 or more, the IRS wants to see what was bought, not only where. A statement line can't show that.
| Capability | Card statement and photos | With Smartbills |
|---|---|---|
| Evidence for a $75 expense | A card statement line | The itemized receipt |
| Sales tax paid | Hidden in the total | On its own line |
| Receipts for reports | Chased after 60 days | In as purchases happen |
| Getting receipts in | Photos at month end | From the merchant or the mailbox |
Integrations
Works with the tools you already use.
Your accounting software, bank feeds and card program, with data syncing in both directions.
- QuickBooks
- Xero
- Sage
- FreshBooks
- Wave
- MYOB
- Zoho Books
- NetSuite
- SAP
- Oracle
- Dynamics 365
- Square
- Shopify
- Clover
- Toast
- Lightspeed
- WooCommerce
- Stripe
- PayPal
- Adyen
- Wise
- Plaid
- Chase
- Bank of America
- Wells Fargo
- RBC
- TD
- BMO
- Scotiabank
- Desjardins
- Brex
- Ramp
- Float
- Mercury
- Gusto
- ADP
- Deel
- Rippling
- Google Drive
- Dropbox
- OneDrive
- Box
- Gmail
- Outlook
- Google Analytics
- Snowflake
- Looker
- Databricks
- Google Cloud
- Metabase
- Slack
- Microsoft Teams
- Notion
- Zapier
- Airtable
- Salesforce
- HubSpot
The products that do the work.
Each product works on its own, and when you run two, the same record carries from the receipt to the ledger entry.
Expense management
Capture receipts, categorize expenses and check policy compliance as expenses are submitted.
Expense reports
Expense report software that attaches the receipts for you, works out mileage, routes the approval and shows each employee when they'll be paid back.
Email receipt capture
Connect Gmail, Outlook, Zoho Mail or IMAP. Automatically collect receipts and invoices from the folders you choose, including Archive and Spam.
Accounting automation
Accounting automation software that codes each transaction and posts the journal entry to your accounting software the day it happens.
FAQ
Frequently asked questions
What people ask us before they sign up.
Get started
Try it on a month of US receipts.
Connect a mailbox and a card. Each charge comes in with its itemized receipt and the sales tax on its own line.