Can I export my appointment data for tax purposes?

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 & Go to Menu (☰) → Reports

  2. Select the “Appointments” or "Payments" option.

  3. Select the time frame at the top of the screen (day, week, month, year, custom)

  4. From the bottom of the page, 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 Goldie account).

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

Still can’t find what you’re looking for? Return to the Help Center homepage to search for additional articles or reach out to us - we’re always here to help.

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