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How do I attach a receipt to a transaction?

Find the transaction in Transactions and select its paperclip icon, then select Attach receipts and choose a photo or a PDF. You can attach up to 10 files to one transaction.

Where to find it in EasyTaxer: Money → Transactions, then the paperclip icon on a transaction

A still from the video: a dark green title slide labelled MTD for Income Tax, How to, listing three numbered steps, Select the paperclip, Choose photo or PDF, and It's saved with it, with the EasyTaxer logo in the corner, under the title Attach a receipt to a transaction.

Video coming soon

The video for this page is coming soon. The steps below describe everything it will show, in the same order.

Step by step

  1. Open Transactions and find the transaction the receipt belongs to.
  2. Select the paperclip icon on its row. The transaction opens with its Receipts section.
  3. Select Attach receipts and choose a photo or a PDF. You can attach up to 10 files to one transaction.
  4. The receipt uploads straight away and is listed under Receipts, where you can download it again or remove it.
  5. In the Transactions list, the number beside a description shows how many receipts that transaction has.
  6. To attach a receipt while adding a transaction, select New, fill in the transaction, select Attach receipts, then Save. The receipt uploads when you save.
  7. Your receipts are included in the ZIP you download from Settings, Account, Download My Data.

Steps: the text version of this video

  1. Find the transaction

    To keep a receipt with a cost, find the transaction in Transactions and select its paperclip icon.

  2. Attach receipts

    Select Attach receipts and choose a photo or a PDF. You can attach up to ten files to one transaction.

  3. Saved with the transaction

    The receipt uploads straight away and is listed here. You can download it again, or remove it.

  4. See which have receipts

    Back in the list, the number beside the description shows how many receipts a transaction has.

  5. Attach while adding

    You can also attach a receipt while you add a new transaction. It uploads when you save.

  6. Kept with your records

    Your receipts are included when you download your data from Settings.

What happens next

  • Your receipts are included in the ZIP you download from Settings, Account, Download My Data.

Related

Checked against EasyTaxer on 26 September 2026. Screens can change between releases; if something here does not match what you see, please tell us.