Set up your tax profile

The first screen after sign-up asks how you work. Pick individual if you are paid a salary or wages. You get expenses, import, bill watch and export, and none of the business screens.

Occupation

Type what you do. It prints on your expense summary and helps the AI pick categories that fit your line of work.

Financial year

Recpt runs on the Australian financial year, 1 July to 30 June. Expenses land in the year of their receipt date. Export lets you pick any year you have records for.