TallyBox support

How can we help?

Answers for scanning, GST and BAS, invoices, iCloud and purchases are below. If you can't find what you need, email us: a person in Sydney reads every message.

Contact

Reply within one business day
Monday to Friday, Sydney time. English or 中文.
Please include
What you did and what happened; a screenshot helps. Writing from TallyBox (Settings → Email Support) fills in your device, iOS and TallyBox version for you.

Please don't send whole bank statements or your TFN. We will ask if we need a sample receipt.

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Frequently asked questions

Getting started

How do I set up TallyBox?

There is no account to create. Open TallyBox and it walks you through three short screens:

  1. Enter your business name and ABN. They are printed on your invoices, and a green tick means the ABN is valid.
  2. Say whether you are registered for GST and, if you are, whether you lodge your BAS quarterly or monthly.
  3. Start the free trial, or tap Not Now. You can change everything later in Settings.
I'm not registered for GST yet. Can I still use it?

Yes. Turn GST off in your business details. TallyBox hides the GST fields and keeps an eye on your sales against the $75,000 registration threshold, warning you as you get close.

Can I keep two businesses separate?

Yes, with Pro. Go to Settings → All Businesses → Add Business. Each has its own ABN, GST status and reports. Switch between them with the button on Home.

Is there a user guide?

Yes. It is in the app under Settings → User Guide, and you can download the same illustrated guide as a PDF from this page.

Receipts and scanning

How do I scan a receipt?

The bar above the tabs is on every screen.

  1. Tap the yellow Scan button and hold the camera over the receipt. It captures when the edges are found; add pages for a long receipt.
  2. Check the details. Fields TallyBox filled in carry a small orange sparkle until you change them.
  3. Tap Save. Nothing is saved before that.
TallyBox read a field wrong, or couldn't read the GST

Every field stays editable, so correct it before you save. TallyBox never guesses the GST: if it can't read it, tap All taxed (1/11th of the total) or No GST.

For better reads, scan in good light on a dark, flat surface, and keep the whole receipt in view.

What does the $82.50 warning mean?

To claim GST credits on a purchase over $82.50 (including GST), you need a tax invoice showing the supplier's ABN. When there is no ABN, TallyBox flags it so you can ask the supplier for a tax invoice. Tap the ⚠︎ button on Expenses to see everything that needs attention.

How do I save bills that arrive by email?

In Mail, open the PDF, tap Share, then TallyBox. The same works from Files and Safari. The bill is waiting for you to check the next time you open TallyBox.

How can my staff give me their receipts?

Staff photograph receipts and send them to you by Messages, email or AirDrop; you share them into TallyBox. They never see your books. Settings → Receipts from Staff explains the steps you can pass on to them.

I deleted something by mistake

Go to Settings → Recently Deleted. Deleted expenses and income are kept there for 30 days and can be restored.

GST and BAS

How does TallyBox work out my BAS?

On a cash basis, from the receipts and sales you have recorded: sales count when the money arrives and purchases when you pay. Business-use percentages are applied to GST credits, and employee work expenses (D1–D5) are kept out.

Which box does each figure go in?

Tap the BAS card on Home. The yellow labels match the form: G1 is total sales including GST, 1A is the GST on your sales, and 1B is the GST credits on your business purchases. Figures are in whole dollars, as the ATO asks; tap one to copy it.

Choose the cash accounting method if the ATO asks.

Does TallyBox lodge my BAS or give tax advice?

No. TallyBox prepares the figures; you lodge through ATO Online services (via myGov) or Online services for business, or give the figures to your BAS or tax agent. For advice about your situation, talk to your accountant or registered tax agent.

I lodge monthly, not quarterly

Change the BAS frequency in your business details in Settings. TallyBox then shows monthly periods and due dates.

Quotes and invoices

How do I turn a quote into an invoice?

Open the quote and tap Accepted → Invoice. The same lines become an invoice, ready to send.

How do I put my bank details and PayID on invoices?

Add your BSB, account number and PayID in Settings → Contact & Payment Details. They are printed in the How to pay section of every invoice. TallyBox never handles your money.

How do I record a payment or chase an overdue invoice?

Open the invoice and tap Record Payment; it goes into Income with the right GST. Overdue invoices are marked in red; tap Send Reminder for a polite reminder with the invoice attached. Nothing is marked paid automatically.

Accountant and reports

How do I send my accountant their pack each period?

In Settings → Your Accountant, enter their email and turn on the reminder. When a period ends you are reminded at 9 am and Home shows Send to Accountant. Tap it and Mail opens, addressed to them, with the pack attached.

What is in the accountant pack?

CSV files of every expense and sale (Xero and MYOB friendly), every receipt image, the invoices you sent, logbooks and a summary with the BAS figures. At tax time, pick a financial year in Settings → Reports & Export. Packs over 20 MB open the share sheet instead of Mail.

How do I check a bank statement for missing receipts?

Download a CSV statement from your internet banking, then go to Settings → Reports & Export → Check Bank Statement. TallyBox lists payments with no receipt and money in you haven't recorded; tap one to add it. The file is read on your device and not kept.

Vehicle logbook

How do I keep the 12-week logbook?
  1. Settings → Vehicle Logbook → + to add your vehicle.
  2. Tap Start 12-Week Logbook and enter today's odometer reading.
  3. Add every trip for 12 weeks, business and private. Business trips need a purpose; Quick Add repeats a saved route.
  4. Tap Finish Logbook with the closing odometer reading. TallyBox works out your business-use percentage, which can be used for five years.
Does TallyBox track my location?

No. Trips are entered by you, with no background GPS. To never forget a trip, create a Shortcuts automation: “When CarPlay connects → Log a Trip in TallyBox”.

iCloud and your data

How do I use TallyBox on my iPhone and iPad?

Sign in to iCloud with the same Apple Account on each device. Records sync through your private iCloud, and Settings shows when TallyBox last backed up.

Can I use TallyBox without iCloud?

Yes. Everything is kept on the device and Settings shows “Saved on this device only”. Without iCloud there is no backup, so export your data regularly.

How do I export all of my data?

Settings → Reports & Export → Export All Data. It is always free, including after the trial, and gives you CSV files and every receipt image.

What happens if I delete the app?

With iCloud on, your records stay in your iCloud and come back when you reinstall TallyBox with the same Apple Account. Without iCloud, deleting the app deletes its data, so export first.

How do I bring my receipts across from ReceiptsBox?

Turn on iCloud Backup in ReceiptsBox (version 2.0.1 or later), signed in to the same Apple Account. TallyBox then offers the import on Home, or go to Settings → Import from ReceiptsBox. Receipts already imported are skipped, and any whose GST can't be read are marked Check GST.

Can my partner or bookkeeper use it too?

TallyBox is for one person. Send your accountant the pack each period, and have staff send you their receipts to share into the app.

Trial and Pro

How does the free trial work?

The “90-day Trial” is a free (A$0) in-app purchase that unlocks every Pro feature for 90 days from the day you start it. When it ends you are not charged: Pro features become read-only until you buy Pro once, and nothing is deleted.

Is there a subscription to cancel?

No. TallyBox has no subscription and nothing renews. Pro is a single one-time purchase.

How do I restore Pro on a new device?

Sign in with the Apple Account you bought Pro with, then go to Settings → TallyBox Pro → Restore Purchases. Pro is also shared with your Family Sharing group.

How do I ask for a refund?

Purchases are made through the App Store, and Apple handles refunds. Go to reportaproblem.apple.com, sign in, and choose TallyBox Pro. We cannot see or refund App Store payments ourselves, but we are glad to help with any problem first.

Troubleshooting

My records aren't showing on my other device

Check each of these on both devices:

  1. Both are signed in to iCloud with the same Apple Account.
  2. iCloud is on for TallyBox: Settings → [your name] → iCloud → See All, then TallyBox.
  3. Your iCloud storage isn't full, and the device is online.
  4. Open TallyBox on both devices and give it a few minutes. Low Power Mode can delay syncing.
I bought Pro but features are still read-only

Go to Settings → TallyBox Pro → Restore Purchases, signed in with the Apple Account you bought it with. If Screen Time limits in-app purchases, allow them and try again. Still stuck? Email us and we will sort it out.

The scanner won't open or won't capture

Make sure camera access is allowed in Settings → TallyBox → Camera. Scan in good light with the receipt flat on a darker surface. You can always use Photo or PDF / File instead.

TallyBox isn't in the share sheet

Open TallyBox once after installing it. Then, in the share sheet, scroll the row of apps to the end, tap More, and turn on or add TallyBox to your favourites.

I didn't get the reminder to send my accountant the pack

Check that the reminder is on in Settings → Your Accountant, and that notifications are allowed in the iPhone Settings app → Notifications → TallyBox. The card on Home appears either way once a period ends.

App information

Requires
iPhone and iPad with iOS / iPadOS 26.5 or later
Language
English (Australia)
Price
Free, with a free 90-day Pro trial; Pro is a one-time A$49.99
Developer
TECHBOOSTER PTY LIMITED, Sydney NSW
Privacy
Data Not Collected

Purchases and refunds

The free trial and TallyBox Pro are bought through the App Store with your Apple Account. Apple processes the payment and handles refunds; we never see your payment details.

Still stuck? Tell us what happened.

We reply within one business day. For questions about your tax obligations, contact your registered tax agent or the ATO.