A Tax Receipt App That Holds the Whole Financial Year
The hard part of tax receipts is not collecting them. It is having all of them, still readable, still attached to the right expense, on the day you sit down to lodge. HeyJerni keeps the record and the receipt image together for the whole 1 July to 30 June year, tells you what is missing while you can still fix it, and hands the lot over in one export.
Free on the App Store. Records stay on your iPhone.
Three ways a year of receipts falls apart
The paper stops being readable
Thermal receipts fade, often well inside the period you are meant to keep records for. A blank strip of paper proves nothing.
The number and the evidence separate
The amount ends up in a spreadsheet and the receipt in a drawer. Neither is much use without the other when a claim is questioned.
Nobody notices the gaps until October
A work expense from March with no receipt is fixable in March and awkward in October. Most systems only tell you at the end.
How the year is held together
1
Every record keeps its own evidence
The receipt image is attached to the expense, not filed separately. Open the expense in two years and the photo is still there.
2
Purpose and work use are recorded as you go
Work, personal, or mixed with a percentage. Recorded at the time, when you still remember why you bought it.
3
Record Check finds the gaps early
One screen reads the financial year and lists what still needs a receipt or a category, so the fixing happens while it is easy.
4
One export at 30 June
The Tax Pack: a PDF summary of the financial year, a CSV of every expense with its purpose and work-use share, and all the original receipt images.
What your accountant actually receives
A PDF summary they can read in a minute, a CSV they can work with, and a folder of receipt images that match the rows. No app to install, no account to create, no invitation to accept.
That matters more than it sounds. Sending an agent a login to a service you use is a favour to the service, not to them. A file they can open is the format every agent already works in.
If you lodge through myTax yourself, the same export gives you the totals to enter and the evidence to keep behind them.
Keeping records for the long run
Records are generally kept for five years from when you lodge. That is longer than most phones last, so the backup question is worth a minute of thought.
- Records and receipt images live in an encrypted database on the iPhone.
- A full backup archive can be exported with the records and the images inside it.
- You choose where the backup goes: the Files app, your own iCloud Drive, a computer.
- The Tax Pack for a financial year can be exported again at any time.
- HeyJerni holds no copy of any of it, which also means it cannot restore anything for you.
HeyJerni organises expense records and is not tax or financial advice. Retention periods and what you must keep depend on your circumstances and current ATO rules.
Before you lodge, run the checklist
A short walk through the expense categories people most often have records for is a better prompt than trying to remember the year from a blank page.
The end of financial year checklist is free, runs in the browser and asks for nothing.
Frequently asked questions
How long should I keep tax receipts in Australia?
Generally five years from the date you lodge, though your situation can change that. Check the current ATO record-keeping guidance or ask a registered tax agent.
Is a photo of a receipt enough?
A digital copy is accepted as a record when it is a true and clear reproduction of the original. Photographing thermal receipts early is usually safer than keeping the paper.
What is in the Tax Pack export?
A PDF summary for the financial year, a CSV of every expense including its purpose and work-use percentage, and the original receipt images.
Can my accountant get access to the app?
There is no shared access, because there is no account. You export the pack and send it to them, which is the format they already work with.
What happens to my records if I stop using the app?
Export a backup archive and the records and images are yours in a file. Nothing is held on a server that could be switched off.
Does this replace an accountant?
No. It keeps the records an accountant or myTax needs. Deciding what is deductible is a job for a registered tax agent and the ATO rules that apply to you.
Related pages
- Receipt scanner for Australian tax recordsGetting the receipt into the record in the first place.
- Expense tracker AustraliaThe full 1 July to 30 June workflow.
- Work expense trackerWork-use percentages and keeping personal spending out.
- EOFY expense checklistA free walk through the categories before you lodge.
Australian references
HeyJerni is a record-keeping tool, not tax advice.
Start the pile that survives to July
Download HeyJerni, scan the receipts you still have, and let the financial year build itself from there.