Expenses, receipts, and tax records

Keep your expenses organized.
WriteOff keeps the details together.

Save expenses and receipts, review their business purpose, and prepare records for your accountant. Start with manual entry—no bank connection required.

Start your 30-day free trial. No credit card needed.

Then $14.99/mo or $149.99/yr. Cancel anytime.

The Problem

Tax tools that actually work the way you do.

Receipts and business details are easier to review when you keep them together throughout the year.

Keep expenses, receipts, and business notes together in WriteOff.
Features

A clearer picture of your business expenses

Keep the records you need for your next review with a tax preparer.

Private

Receipts linked to your account

Keep receipt images with your saved expenses. Viewing an attachment requires your signed-in account.

Review Before Saving

Less receipt retyping

Upload a receipt, check the extracted merchant, date and amount, and correct the details before saving.

Planning

Federal tax estimates

Explore estimates for supported tax situations after reviewing your income and organizer. Missing facts prompt a review.

Premium Reports

Records for your preparer

Export Schedule C summaries and transaction details as PDF or CSV with a trial or Premium plan. These are records and worksheets, not filed returns.

Your Records

Keep the business context

Record categories and notes as you review expenses. Your saved records and records archive remain available on the Free plan.

Cash Flow

See recorded money movements

Review inflows and outflows by month. Cash-flow reports keep recorded spending separate from tax deductions.

What’s included

Know what you can use today

Start organizing records now, with clear limits on tax planning and filing.

Expense and receipt organization

  • Manual income and expense records, with editable categories and notes.
  • Receipt uploads with extracted details for you to check before saving.
  • A records archive on every plan, plus PDF and CSV reports with a trial or Premium plan.

Before you choose a plan

AI suggests categories and explains what to review. Bank connections are optional. In-app tax filing is not available.

Federal estimates cover supported situations and may require further review. WriteOff does not prepare a complete federal or state return, certify deductions, or guarantee tax savings.

Use exported records with a tax preparer. Receipt files remain private in your account and are not bundled in the records archive.

How It Works

How it works

From a receipt to an organized record in three steps.

01

Add an expense

Set up your work profile, then enter an expense or upload a receipt. You can get started without linking a bank.

  • Manual entry
  • Receipt uploads
  • No bank required
02

Review the details

Check the amount, date and category. Add business context and separate personal spending before using records in a tax summary.

  • Editable details
  • Business-purpose notes
  • Your review matters
03

Prepare for tax time

Download your records archive on any plan, or use trial and Premium report exports to organize a review with your preparer.

  • Records archive
  • PDF and CSV reports
  • Preparer review

30-day free trial. No credit card required.