The Neat Company Forums

So I'm blown away that this isn't on the reports drop-down - how do I run a report sorted by Tax Category? This is different than category, I want spending reports by their Schedule C category. Is this do-able? This is the most important use for the software come tax time, I'm amazed you don't have this in the reporting drop down ...

I'm a tax preparer and am looking for ideas from others that are using NR in their business. As a newbee I'm doing some trial and error during my down time, mainly in the evenings. I'm looking for the sharing of Folder set-up, document organization, receipt organization... and other ideas. I just thought it would be a good ...

I am a new bee to the NEAT Receipts. Got one for Christmas and trying to use. Couldn't scan anything till I reversed the Calibration sheet (instructions say keep up to see arrows). Scanned one receipt 6 times and get 4 different extracts. Scan a restaurant receipt get category Meals/Restaurant and get a tax category of automobile (first on ...

Jenn, (or whomever gets this that can answer it) I was talking a customer through some integration ideas today for quickbooks and neatreceipts, as opposed to Quicken and neat receipts. One of his comments was that there was no tax-line assigment for categories related to S-Corp businesses. I know they have Schedule-C information for personal ...

I did a back up of the receipts, which I can find in my temp folder along with the excel spreadsheet showing the images.  However, the other folders I cannot find, specifically where it lists the taxes paid.  I think that it is the .nrx folders.  They aren't on the thumb drive or in the temp folder.  Can I import the saved ...

Can I throw away receipts once I have captured acceptable images? Yes. According to ruling Rev. Proc. 97-22, the IRS permits the destruction of the original hard copy books and records and deletion of original computerized records after a taxpayer completes testing of the storage system. Does the IRS provide any useful publications on ...