Mileage

Open Mileage

Choose Mileage in the menu (on a phone browser, More, then Taxes & deductions). Mileage is on every plan. The top of the screen shows the current IRS standard mileage rate.

Log a trip with Cash

Choose Add Mileage, or just tell Cash in chat, for example "I drove 38 miles to the Anaheim job site". Then:

1. Give the miles, if you have not already.
2. Choose One way or Round trip (round trip doubles the miles), or Add another leg for a trip with several stops.
3. Pick the customer it was for, or No customer. Type a name that is not on your list and Cash adds them as a customer.
4. Add a maps screenshot for your records, or Skip.
5. Check the summary and choose Log it.

Cash logs the trip for today and records the purpose only when you say it, as in "to the Anaheim job site". To change the date or add the purpose, edit the trip on Mileage.

Enter a trip yourself

On a computer, choose Enter manually and fill in the trip:

• Date and Total Miles.
• Business Purpose, which the IRS requires.
• Customer, a maps screenshot (PNG, JPEG, WebP or PDF), From, To, Vehicle and Notes, all optional.

The deduction for the trip shows as you type. Choose Save Trip. On a phone browser, Add Mileage logs the trip with Cash instead.

Import a trip log

1. On a computer, choose Import. Template downloads a sample CSV laid out the right way.
2. Upload a CSV, XLSX or XLS file, up to 5 MB or 5,000 trips.
3. Match your columns to the trip fields. Date and Miles are required; we guess the rest from your headings, so check them.
4. Look over the preview, then import.

A trip marked round trip has its miles doubled. A customer name that matches one of your customers is linked; one that does not is left blank. Rows that cannot be read are skipped, and the preview says how many.

Your miles and deduction

Pick a period: Year to Date, Last Year, a quarter, Last Month or Custom. You see the Miles, Trips and Deduction for it, then your trips by month.

Each trip is valued at the IRS rate in effect on the day you drove it, so a year when the rate changed is counted correctly. The dashboard also shows the miles you have logged this year and their deduction.

Your miles count toward your tax estimate. If your books also show car expenses, the estimate uses whichever is larger, so the same car is never counted twice.

Business miles in your estimate →

Edit or delete a trip

Choose the pencil on a trip to edit it, then Update. The trash can deletes a trip right away. Screenshot opens the maps image saved with a trip.

The monthly reminder

Once you have logged a trip, or told Cash you drive for work, the dashboard reminds you after the first week of any month with no miles logged yet. Choose Log mileage to add trips, or dismiss it for the rest of the month.

Keep your records

The IRS asks for the date, miles, destination and business purpose of each trip. Fill those in and this log is your record. Export all reports, on Reports, adds a Mileage sheet to the workbook when the period has trips.

Every report at once →

On the phone app

The phone app has Mileage too: your miles, trips and deduction, and Add Mileage to log a trip with Cash.