Preparing your records for tax time

Steps

1. 1

   1. Categorize all outstanding drives

   Open the Drives tab and filter by Uncategorized. Categorize each drive as Business or Personal. Only Business drives count toward your mileage report.

2. 2

   2. Attach missing receipts

   On the Reports screen, check the expense snapshot for a missing-receipts count. Tap it to open a filtered list and attach photos or scans to each expense.

3. 3

   3. Verify your mileage rate

   Go to Settings → Mileage Rates and confirm the Tax Deduction Estimate rate matches the IRS standard mileage rate for the tax year you are filing. The app default is $0.70/mi — update it if needed. Check irs.gov for the official rate.

4. 4

   4. Review the date range

   On the Reports screen (or full report sheet), select the period that matches your tax year (typically January 1 – December 31) to ensure all relevant drives and expenses are included.

5. 5

   5. Export your records

   Use the Accountant CSV preset (free) or Schedule C style CSV (Premium) to generate a file to share with your tax preparer. Alternatively, export a PDF (Premium) for your own records.

6. 6

   6. Share with your tax professional

   Use the iOS share sheet to send the exported file via AirDrop, email, or your preferred file-sharing service. MileLedger does not submit records to the IRS or any tax agency on your behalf.