Reviewing & Confirming

After receipts are processed by AI, you review and confirm them before they count toward your tax summary.

The Review Tab

The Review tab shows all receipts that have been processed but not yet confirmed. Each receipt card displays the extracted vendor, amount, date, and the AI-suggested ATO category.

Confirming a Receipt

If the extracted data and category look correct, click Confirm. The receipt moves to your confirmed list and is included in your tax summary.

✓ Confirm

Excluding a Receipt

Not every email is a deductible receipt. If something isn't relevant — personal shopping, spam, duplicates — click Exclude. It won't appear in your summary.

✗ Exclude

Batch Review

If you have a backlog, use the batch actions to confirm or exclude multiple receipts at once. Select the receipts you want to action, then use the bulk action buttons at the top.

When AI Gets It Wrong

AI classification is usually accurate, but it's not perfect. If a category is wrong, you can change it before confirming. Click the category badge on the receipt card to select a different ATO code. Your correction helps improve future suggestions.