Step 1: Set Location Services to 'Always' and turn ON 'Precise Location'

This is to ensure that your device is able to track trips in the background as you drive. 

Go to Settings > Everlance > Location and select Always. Then tap the toggle to turn on Precise Location. 

b) Allow Everlance to access your Motion and Fitness 

Go to Settings > Everlance > Motion and Fitness and turn it ON  

c) Allow notifications

Go to Settings > Everlance > Notifications and Allow Notifications

Some housekeeping tips:

1. 1. Keep background app refresh on (iPhone)

   2. Open the app at least once a week if not more 

   3. Always keep wifi on

   4. Keep the app updated to ensure the best performance

Step 2: Auto-Detection and Tracker Checklist

Auto-detection ensures that all trips are tracked. Without Auto-Detection turned ON, you will have to manually add or manually track all trips using the '+' symbol on your home screen.

We recommend using the auto-detect tracker since it will automatically create a digital receipt of your trip which is helpful for documentation purposes (e.g. proving to the IRS).

a) Turn ON Auto Detection

PLEASE NOTE: Automatic tracking is still not 100% accurate! There are a lot of external factors Everlance cannot control (such as driving through an area with poor reception, etc.), but we’ve designed the app to be highly accurate and we are always improving.

If you make frequent stops when driving (such as for Uber or Lyft), we recommend manually starting your trip with 'Start Tracking' from the home screen.

b) Check the Tracker Checklist and tap 'Fix' if anything needs it

Go to Account > Tracker Settings > Tracker Checklist and tap Fix

 Step 3: Classify your miles!

For most freelancers and employees, their expenses are vehicle-related. The IRS requires people to report their expenses using one of two methods: Actual Expenses or IRS Standard Rate.

For the vast majority of freelancers, the Standard Mileage Rate is not only more convenient but worth a substantial amount more. In 2023, the IRS Standard Mileage Rate is $0.655 per mile; if you drive 10,000 miles for your business, that’s $6,500 worth of expenses you don't have to pay taxes on!

In order for Everlance to help track this for you, you need to tell us which miles are business-related and which are personal. To do this, go to the 'Trips' tab

Swipe RIGHT for Work.

Swipe LEFT on trips for Personal/Medical/Charity/Other 

Step 4: Add your revenue and non-mileage expenses

Of course, there are other expenses outside of mileage and car maintenance, and Everlance can help record these! The basic rule the IRS will use to assess whether an expense is legitimate is whether it is deemed “Ordinary” and “Necessary” for your line of business. You can read more on the guidelines from the IRS here.

In order to add your revenue or expenses, you can sync your bank with the app so it records your transactions automatically! For this Premium feature, please click here to learn how to set up automatic transactions. 

To add an expense in manually, simply tap the green '+' in the bottom right of the Home Screen and select the transaction type you need.

Step 5: Export your data

Everlance securely stores your data in the cloud on our servers. To request a copy of this data, simply click on 'Data Export' from the app menu and we’ll send you an email with your itemized trips and expenses. Learn more here - Click Here

Access Everlance straight from your computer!

If you want to try all of these features on a computer instead of your mobile device, please check out our web Dashboard by clicking here. 

For a basic overview of the Everlance features, please check out the Android Everlance tutorial below (or keep reading!).

Step 1: Set Location Services to 'Always' and turn on 'Precise Location'

This is to ensure that your device is able to track trips in the background as you drive. 

Go to Settings > Everlance > Permissions > Location and select Allow all the time. Then tap the toggle to turn on Precise Location. 

b) Allow Everlance to access your Motion and Fitness 

Go to Settings > Everlance > Permissions > Physical Activity  and select Allow

c) Allow notifications

Go to Settings > Apps > Everlance > Notifications and select Show Notifications

Some housekeeping tips:

1. 1. Open the app at least once a week if not more

   2. Always keep wifi on

   3. Keep the app updated to ensure the best performance

Step 2: Auto-Detection and Tracker Checklist

Auto-detection ensures that all trips are tracked. Without Auto-Detection turned ON, you will have to manually add or manually track all trips using the '+' symbol on your home screen.

We recommend using the auto-detect tracker since it will automatically create a digital receipt of your trip which is helpful for documentation purposes (e.g. proving to the IRS).

a) Turn ON Auto Detection

PLEASE NOTE: Automatic tracking is still not 100% accurate! There are a lot of external factors Everlance cannot control (such as driving through an area with poor reception, etc.), but we’ve designed the app to be highly accurate and we are always improving.

If you make frequent stops when driving (such as for Uber or Lyft), we recommend manually starting your trip with 'Start Work Session' from the home screen.

b) Check the Tracker Checklist and tap 'Fix' if anything needs it

Go to Account > Tracker Settings > Tracker Checklist and tap Fix

 Step 3: Classify your miles!

For most freelancers and employees, their expenses are vehicle-related. The IRS requires people to report their expenses using one of two methods: Actual Expenses or IRS Standard Rate.

For the vast majority of freelancers, the Standard Mileage Rate is not only more convenient but worth a substantial amount more. In 2023, the IRS Standard Mileage Rate is $0.655 per mile; if you drive 10,000 miles for your business, that’s $6,500 worth of expenses you don't have to pay taxes on!

In order for Everlance to help track this for you, you need to tell us which miles are business-related and which are personal. To do this, go to the 'Trips' tab

Swipe RIGHT for Work.

Swipe LEFT on trips for Personal/Medical/Charity/Other 

Of course, there are other expenses outside of mileage and car maintenance, and Everlance can help record these! The basic rule the IRS will use to assess whether an expense is legitimate is whether it is deemed “Ordinary” and “Necessary” for your line of business. You can read more on the guidelines from the IRS here.

In order to add your revenue or expenses, you can sync your bank with the app so it records your transactions automatically! For this Premium feature, please click here to learn how to set up automatic transactions. 

To add an expense manually, simply tap the green '+' at the bottom of the Home Screen and select the transaction type you need.

Step 5: Export your data

Everlance securely stores your data in the cloud on our servers. To request a copy of this data, simply click on 'Data Export' from the app menu and we’ll send you an email with your itemized trips and expenses. Learn more here - Click Here

Access Everlance straight from your computer!

If you want to try all of these features on a computer instead of your mobile device, please check out our web Dashboard by clicking here.