Uploading Business Expenses to Hellotax

Each month, you need to upload any business expenses incurred in the previous period to your Hellotax software account.

📅 Deadline: Expenses must be uploaded by the 4th of the following month after the period ends.

🔹 Eligible Expenses:

1️⃣ Download the Hellotax CSV Template

Get the file here or from the software under Settings → Integrations → Manual Upload.

2️⃣ Enter Your Expense Data

Overwrite the first example line with your own data to maintain correct formatting.
Ensure your data format EXACTLY follows the example format.

3️⃣ Log Into Your Hellotax Software Account

4️⃣ Navigate to Manual Upload

5️⃣ Upload Your File

6️⃣ Check for Confirmation

A green message confirms a successful upload.
A red error message means corrections are needed—scroll down to see the errors before retrying.

📌 If you run into issues, watch our video tutorial on common errors.
📌 If problems persist, contact your Account Manager for assistance.

How can we help you?