Step 1: Click on the Settings icon in the top right corner of your screen

Step 2: Scroll down to Export Data 

Step 3: Select the date and filters for your export, then select Additional Recipients

Step 4: Enter your accountant's email addresses and tap Save.

Step 5: Tap Export Data

Your Tax Pro will then receive an email with a request to accept your invitation to view your report. This email will include a link they can follow to log into their Everlance Tax Pro Dashboard and gain access to your mileage reports, transactions with receipts, and more.

If your Accountant does not wish to create an Everlance Tax Pro Profile, we recommend that you just download an export to your computer from the Web Dashboard and send it as an attachment in an email. 

Step 1: Click on the Settings icon in the top right corner of your screen

Step 2: Scroll down to Export Data 

Step 3: Select the date and filters for your export, then select Additional Recipients and enter your accountant's email.

Step 4: Tap Send Data Export

Your Tax Pro will then receive an email with a request to accept your invitation to view your report. This email will include a link they can follow to log into their Everlance Tax Pro Dashboard and gain access to your mileage reports, transactions with receipts, and more.

If your Accountant does not wish to create an Everlance Tax Pro Profile, we recommend that you just download an export to your computer from the Web Dashboard and send it as an attachment in an email. 

Step 1: Log in to your account on the Web Dashboard 

Step 2: Click on Data Exports from the side menu 

Step 3: Click + New Export 

Step 4: Under Recipients tap the drop-down arrow to 'My Tax Pro' and enter your accountant's email address. Then click, Generate Export 

Your Tax Pro will then receive an email with a request to accept your invitation to view your report. This email will include a link they can follow to log into their Everlance Tax Pro Dashboard and gain access to your mileage reports, transactions with receipts, and more.

If your Accountant does not wish to create an Everlance Tax Pro Profile, we recommend that you just generate an export to your computer from the Web Dashboard and send it as an attachment in an email.