Can I export my appointment data for tax purposes?

Modified on Mon, 14 Nov 2022 at 04:08 PM

Goldie makes it easy to export data on your revenues and appointments, which may be necessary to support appropriate tax filings for your business. You can automatically have Goldie email you a CSV containing your critical income information on a per-appointment basis (along with client and service details) by taking the following steps:


  1. Open Goldie(and ensure you are logged into your account)
  2. Go to Menu (☰) → Reports
  3. Select the “Revenue” option
  4. Select the appropriate time frame at the top of the screen (day, week, month, or year)
  5. Tap “Export”


You’ll receive an email with the data within 15 minutes (it will automatically be sent to the email address associated with your Appointfix account).


Note: Goldie does not provide tax advice. For professional consultation about your tax obligations, contact a local expert.

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