SumUp accounting with file import
Import files from SumUp into KudTax and prepare the data they contain for reconciliation and accounting. You start the import by uploading a file.
SumUp is the card reader for small businesses, market stalls and selling alongside the online shop. Amounts are low, transaction counts are high, and payouts usually arrive the next working day as a daily total. For bookkeeping that means many small sales, many small charges, and one bank entry that has already netted the two.
How SumUp works with KudTax
01
Export your SumUp file
Download the appropriate export from SumUp. The supported file and fields depend on the import format.
02
Upload the file to KudTax
Upload the export file to KudTax. The SumUp integration processes the data contained in the file.
03
Review the import and matches
Check the imported amounts, dates and references. Add missing documents and review unresolved matches before continuing.
04
Prepare your accounting data
Prepare the imported data for your accounting workflow. Review the posting rules and export file with your accountant.
What KudTax reads from SumUp
- Where the export lives
- SumUp dashboard → Sales → Reports → export transactions or payouts as CSV
- What the portal calls the file
- Transaction and payout report
- Formats
- CSV
Line-item types recognised
- Card payments per transaction
- Transaction charges
- Refunds
- Daily payouts
- Tips
What to watch for with SumUp
The daily payout already arrives net
SumUp deducts the charge per transaction and transfers the day's total. Capture only the bank entry and the charge expense is missing entirely while revenue is understated by the same amount — which adds up fast at high counts and small amounts.
Tips do not belong in turnover
A tip taken through the terminal is, depending on who receives it, not consideration earned by the business. Booked wholesale as revenue it inflates both turnover and VAT with no supply by the company behind it.
Why connect SumUp with KudTax
Automated Z-report import
No manual typing of daily closing receipts into cashbooks or spreadsheets.
VAT & payment split
Properly splits 7% vs 19% VAT rates and cash vs card terminal payments.
Terminal fee recognition
Extracts card terminal fees automatically into expense categories.
Point-of-sale data for review
Produces daily structured records that satisfy tax audit requirements.
SumUp integration – FAQ
Automate your SumUp accounting today
Explore the workflow in the product tour and check whether your SumUp export matches the supported import format before getting started.
