How to Export Receipts from ReceiptMatrix

CSV Export

One row per receipt, with columns for:

• Date
• Vendor
• Amount
• Tax
• Schedule C category
• Notes (business purpose)

Opens in Excel, Google Sheets, Numbers, or whatever accounting software you use. Good for filtering, sorting, or running your own calculations.

PDF Summary

A printable report with the same data as the CSV, just laid out as a document instead of a spreadsheet. Handy as a quick overview or a cover sheet when sending receipts to someone.

Tax ZIP Package

The Tax ZIP puts everything in one compressed file:

• CSV spreadsheet
• PDF summary
• Receipt images (PDFs, PNGs, JPEGs) sorted into folders by Schedule C category

The folder structure inside the ZIP looks like this:

ReceiptMatrix-Export-2026/
  receipts.csv
  summary.pdf
  Advertising/
    receipt-001.pdf
    receipt-002.png
  Office Expenses/
    receipt-003.pdf
  Travel/
    receipt-004.jpeg
    receipt-005.pdf
  ...

The Tax ZIP is a Premium feature. View pricing plans for details.

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For Your Accountant

If you're forwarding this to your CPA: the Tax ZIP is probably what you want to ask for. It gives you:

• A CSV you can import into your tax prep software
• A PDF summary for a quick look at expenses by category
• Receipt images in folders that match IRS Schedule C line items, so nothing needs re-sorting

Folders use standard Schedule C category names, nothing proprietary.

To see a sample of what the export looks like, download a sample export PDF.