Workflows

Tax Prep

Tax prep is a snap with Neat. By making it easy to keep track of your expenses, Neat helps you maximize your deductions and save time during quarterly or annual tax preparation.

STEP 1:

Get your receipts into Neat. Scan paper receipts or send e-receipts right to Neat from your email account.

STEP 2:

Neat automatically extracts the key information from receipts (such as vendor and date). You can then assign each receipt an appropriate tax category.

STEP 3:

Share the entire folder with your accountant or send the report to your tax preparer.

Neat takes the pain out of tax time by making it easy to digitally organize and track all of your tax deductible expenses. Maximizing your deductions and protecting yourself in case of an audit has never been simpler.