Viewing & re-downloading exports

v0.17 Last updated 13 May 2026 · 3 min read

Every consent request that completes produces a CSV export. TaxBloc keeps every export indefinitely while the client's consent is active, so you can re-download them any time without asking the client again.

From a client's detail page

The fastest path is the per-client detail view. Open Clients, click any client, and use the Download CSV button — it sits in the topbar next to + Create request, and a second copy is on the Recent exports card (the first card in the left column). Either button starts a download immediately, named {client}-transactions-{date}.csv. Resend invite lives in the right-column Quick actions card, next to Disconnect bank.

Client detail page with Download CSV button and ledger integration row — The client detail page. *Download CSV* sits in the topbar; a second copy lives on the *Recent exports* card (top of the left column). Below the table, a *Push to your ledger* footer shows the upcoming Xero / QuickBooks / FreeAgent / Sage integrations.

Push to your ledger (coming Q3 2026)

Below the Recent exports table, every client now shows a row of push to ledger buttons — Xero, QuickBooks, FreeAgent and Sage. All four are flagged Soon and target Q3 2026; clicking any of them today shows a "coming Q3 2026" toast. Until they ship, CSV download is the bridge to your ledger.

From the Requests page

For the full export history across all clients, go to Requests in the left sidebar. Each row shows the client, the date range covered, status, and a download icon on completed rows.

Recent activity on the Overview

The Overview's Recent requests table surfaces the three most recent invitations and exports across all clients — useful for a quick "what changed since I last looked" glance. Click any row to open that client, or use the labelled View / Resend button on the right. View all → in the card header opens the full Requests page.

Overview Recent requests table — Recent requests on the Overview — three most recent rows, click anywhere to open the client. The trailing column has an explicit *View* button (or *Resend* when the row is awaiting consent).

When does consent expire? Plaid consents typically last 90 days, then auto-renew if the client confirms. The client detail page shows the days-remaining count in the topbar so you can prompt them before it lapses.

What's in the CSV

Each export is a single CSV with one row per transaction. Standard columns:

date — transaction date (ISO 8601).
description — bank-provided narrative.
amount_gbp — signed decimal in GBP. Negatives are debits.
category — primary classification (Sales, Cost of sales, Payroll, Tax, etc).
account — short label of the source account (e.g. "Business Current").
reference — bank-side reference for the transaction.
export_period — the date range you requested when sending consent.

Bulk download

Coming soon. A bulk-download action on the Requests page (select multiple rows → Download selected) is on the roadmap for Q3 2026, alongside the ledger integrations. For now, downloads are one-client-at-a-time.