Tax Receipts Manager App
Keep receipts organized year-round with the Tax Receipts Manager App, a simple way for freelancers, small businesses, and nonprofits to log new receipts, review records, and prepare for reporting and exports in Jotform.

Use your camera to scan the QR code and preview the app on your device.
Tax Receipts Manager App helps individuals, small businesses, and nonprofit teams keep tax receipts organized in one place throughout the year. Instead of chasing paperwork at tax time, you can add a new receipt as soon as you get it, browse a complete list of saved receipts, and open a receipt record to review key details like amount and vendor or store. It’s a practical fit for freelancers tracking expenses, office managers handling shared purchases, or anyone who wants a cleaner trail for tax prep and reimbursements.
Built with Jotform, this app template turns routine recordkeeping into a simple self-service experience you can share with the right people. Use Jotform’s no-code app builder and drag-and-drop interface to adjust pages, update labels, and connect forms and data collection to your workflow. As your volume grows, you can keep information consistent, reduce manual follow-ups, and make it easier to find what you need when it’s time to report or export.
Connected Assets
This template collects and utilizes data from the assets listed below. These assets can be customized to align with your specific requirements.
It’s used to log tax receipts, keep them organized in a single place, and make it easier to review receipt details later when you’re preparing reports, exports, reimbursements, or tax filing support documents.
Most teams include a clear receipt title, the purchase amount, the vendor or store name, and any notes needed for context. You can also add extra fields in the connected receipt form to match your bookkeeping process.
Use it when receipts are piling up across email, paper, and shared folders, or when you want a consistent process for capturing receipts as they happen instead of trying to rebuild records at the end of the month or year.
Freelancers, small business owners, finance admins, operations teams, and nonprofit staff can all use it to maintain a reliable receipt log. It also works well for households that want a simple system for tracking deductible or reimbursable purchases.
You get one place to add new receipts, view all receipts, and open individual records for quick review. That reduces missed information, speeds up internal checks, and makes reporting and exporting less stressful.
Yes. You can rearrange pages, rename headings, and adjust the home cards so the most common actions like adding a new receipt or viewing all receipts are always easy to find.
Yes. Share a link so staff can use the app as a lightweight self-service hub for receipt logging, while you keep a consistent format for the records you need to review later.
The app includes a dedicated page for reports and export tips, which you can tailor to your process. Many teams use this space to outline how to pull summaries, what to double-check before exporting, and how to hand off information for tax prep.
Looking for an easy and convenient way to manage your accounting clients? With Jotform’s Simple Accounting App, you can create a bookkeeping app that works seamlessly for both you and your clients. Build your app from scratch or pick one of our ready-made app templates to spark your creativity. Add pricing information, contact forms, showcase past client reviews, and more.Customize your Simple Account App with Jotform’s easy-to-use app builder. Use our drag-and-drop app builder to change up the look and feel of your app, add powerful app elements, install helpful app widgets, and integrate with one of our 30+ payment processors, including Stripe and Square to collect fees and payments. Share your customized app via email or embed it directly into your own website. Help your clients reach their finance goals with your very own Simple Accounting App.
Go to Category:Company Portal AppsTrack your expenses and income in a free Personal Budget App from Jotform! The app includes a Monthly Spending Details Form where you can add your spending information to create a complete record of money you have earned and the items you have bought. All submissions through the app are stored securely in your Jotform account, on an easy to access Personal Budget spreadsheet on any device.Make changes to this free app template with our drag-and-drop builder. Update the app icon, background image, and add as many forms, links, documents, images, and buttons as you’d like. Once your app is looking great, download it onto your computer, smartphone or tablet to start collecting budget details instantly on the go. Save time and track your budget online with a free Personal Budget App.
Go to Category:Finance AppsAn event budget planner app is used by businesses and organizations to organize events and plan event budgets. This Event Budget Planner App contains an Event Planning Questionnaire for filling out contact details, event type, date, and budget. There is a separate Budget Planning Form for entering individual items, setting priority levels, and calculating total cost based on event requirements. Event planners can sign off on the proposed budget using an e-signature box at the bottom of the form.Need to customize this app template? With Jotform’s intuitive drag-and-drop form builder, it’s easy to add or change form elements, choose fonts and colors, upload your logo, personalize your splash screen, and more — no coding needed. When you’re satisfied with the look and feel, you can share your app with a link, where employees and event planners can download it on any device. Plan your next company event and stay on budget with this Event Budget Planner App from Jotform.
Go to Category:Company Portal AppsNeed a quick credit loan app for your business? If your financial institution needs a quick and easy way for customers to apply for a loan to improve their credit, this free Quick Credit Loan App is a great place to start. You can use the app as-is or easily customize it to fit your needs — with no coding required.Add your logo and branding, update the loan application form, include your contact information, and make other design changes in seconds. You can even connect your app with other platforms — like Salesforce, HubSpot, or Zoho — to send new leads to your CRM platform automatically. Get loan applications fast with a Quick Credit Loan App from Jotform.
Go to Category:Finance AppsA sales tracking app enables you to track your sales from any device. Get started with our free Sales Tracking App for businesses of all sizes. This ready-to-use app bundles multiple forms that you can sync to your CRM, so you can create a seamless workflow for generating leads and logging tasks. To get started, customize the template for your company using our drag-and-drop app builder. When you’re satisfied with the look and feel of your app, download it on your smartphone, tablet, or desktop computer, or share it with other members of your sales team to save onto their own devices.Customizing this Sales Tracking App for your sales team won’t require any coding. In just a few clicks, you can create new forms, integrate them with your CRM, embed links, add images and buttons, and change app settings such as name, icon, and splash screen for a fully-custom experience. To share it, just copy and paste the app link in emails or messages to your sales team members. Your Sales Tracking App will be easy to pull up on any device, so you can track and grow sales no matter where you are — even on the go.
Go to Category:Company Portal AppsSmart Receipt Tracker App keeps expense receipts organized in one place so teams and individuals can log purchases as they happen, review past receipts, and spot spending patterns over time. It’s a practical fit for small business owners, finance and operations teams, project managers, and freelancers who need a simple way to capture receipt details, maintain an archive, and use basic spending insights to stay on top of budgets and reimbursements.With Jotform, you can turn this app template into a branded, mobile-friendly self-service experience using a no-code app builder and a drag-and-drop interface. Connect the app to your receipt form and linked receipt records, then tailor pages, buttons, and navigation to match how your organization tracks expenses and runs each workflow from submission to review.
Go to Category:Finance Apps