Tax Prep- Exporting your Data

Keeping track of your income and expenses is essential for tax preparation. Within Doulado, you can efficiently retrieve the necessary data from both the Payments and Claims Remittance sections as well as export all of your tracked Expenses.

Doulado allows you to track two types of income: payments from out-of-pocket clients and claims remittance. The details of how to export that data from each income type are outlined below.

To export your payment data:

1. Navigate to Billing, then select Payments.
2. In the upper right-hand corner, click on the Export option.

3. The "Export Payment" dialog box will open, allowing you to select the desired date range for the payments you wish to export.

4. Once exported, an Excel spreadsheet will be generated containing all relevant payment data.

Claims Remittances: If you have Electronic Remittance Advice (ERA) set up (click here for more information on ERAs), or if you manually enter payments, all of those claim payments are recorded in Doulado.

To export claims remittance data:

1. Navigate to the Billing tab.
2. Select Claims from the left-hand menu.
3. Click on the Remittance option.
4. Choose Export All.

5. Select export.

6. An Excel spreadsheet will be generated containing all claims payment details.

Expense Tracking: Tracking your business expenses is equally important for tax reporting. Doulado allows you to export your expenses with ease.

To export your expense data:

1. Navigate to the Billing section.
2. Select Expenses from the left-hand menu.
3. In the upper right hand side, enter in the date range for the data you want to export.

4. Click on Export All at the bottom of the screen.
5. Then select Export

By following these steps, you will have a comprehensive record of your income and expenses, making tax preparation straightforward and efficient.