Financial documents for accounting and tax

Short answer:

You can easily download your financial documents to help with accounting and tax. Get your invoices, itemised transactions and a financial year summary. Log in to the website and go to your financial documents to download what you need.

Financial documents

To help with accounting and tax time, there are several financial documents that you can download:

  • invoices for a month as a PDF
  • itemised transactions for a month as a CSV file
  • financial year summary as a CSV file

How to use them

Monthly activity

To keep up to date on your accounts download your invoices and transactions spreadsheet each month.

For tax time

To fill out your tax return at the end of the financial year download your financial year summary.

The summary breaks down your car's kilometres travelled by borrowers, income, our commission, monthly fee, credits and debits charged or paid out to you.

Note: when reviewing your summary, 'Trip Income' and 'Booking Income' are the same thing, and 'Trip Commission' and 'Booking Commission' are the same, too. The names were changed a little while ago.

Downloading your financial documents

Note: this can only be downloaded through the website (not app)

  1. Log in to the website (not app)
  2. Select the menu
  3. Select Account
  4. Select Financial documents
  5. And download the documents you need

Downloading financial years summaries from previous years

Use these links to access financial summaries from previous years.

For 2018/2019 use this link: https://www.ubercarshare.com/fy_summary/2019

For 2019/2020 use this link: https://www.ubercarshare.com/fy_summary/2020

For 2020/2021 use this link: https://www.ubercarshare.com/fy_summary/2021

Note: These documents may help you with accounting and tax, but you should still seek independent tax advice.

 

 

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