Tax season for a freelancer or small trade business usually means one of two things: an afternoon spent exporting clean records, or a week spent hunting down PDFs one invoice at a time. Bulk export exists to make sure it's always the first one.
The problem with exporting invoices one at a time
Most invoicing tools let you download a PDF per invoice, which is fine until your accountant asks for "everything from Q1." At that point you're opening forty invoices individually, saving each one, and hoping you didn't skip any. It's the kind of task that's tedious enough that people put it off until the filing deadline is uncomfortably close.
What bulk export does instead
Bulk export is a Pro feature that turns your records into one clean batch, no per-document clicking required:
- Select a date range or filter (by client, status, or period) from the Invoices, Payments, or Expenses list.
- Export as PDFs, bundled together, for a physical or archival record.
- Export as CSV, for dropping straight into a spreadsheet or accounting tool.
The same batch export is available for clients, invoices, payments, and expenses under Settings → Data, so a full-year handoff is a handful of exports, not hundreds.
Pairing exports with the reports Pro already builds
Bulk export isn't meant to replace the Revenue and Tax Summary reports, it's meant to back them up. The Tax Summary report gives your accountant the numbers, total revenue, tax collected, expenses by category, while the CSV export gives them the underlying records to verify those numbers against, exactly what most accountants ask for during a review.
Net tax figures shown in Chargd are estimates. Bulk-exported records are what your accountant should use to confirm the final numbers, Chargd isn't a replacement for their sign-off.
A tax-season checklist
- Filter invoices and payments to the tax period you're filing for.
- Export both as CSV, for your accountant, and as PDF, for your own archive.
- Export expenses the same way if you track them in Chargd.
- Pull the Tax Summary report as a sanity check against the raw exports.
- Hand the accountant the folder. That's the whole handoff.
Key takeaways
- Bulk export replaces one-PDF-at-a-time downloads with a single filtered batch.
- CSV exports give your accountant source records, not just summary numbers.
- It's designed to pair with, not replace, the built-in Revenue and Tax Summary reports.
If your books are still one invoice download at a time, see what Pro unlocks before your next filing deadline.
