Tax AI Downloads & RevenueTax AI - Bookkeeping For Taxes · App Store

Tax AI – IRS, 1099 & Small Business Tax Preparation

**Get tax ready without manual bookkeeping. Just import your PDF bank statements and let AI do the work.**

Tax AI is an AI-powered tax preparation and bookkeeping app designed for US small businesses, self-employed professionals, independent contractors, freelancers and gig workers.

Whether you're preparing for **IRS tax filing, 1099 taxes, Schedule C, self-employment taxes, or small business tax returns**, Tax AI helps organize your income, expenses, potential tax deductions and financial records automatically.

Simply import your PDF bank statements and let AI identify income and expenses, categorize transactions, track sales tax, identify potential business tax deductions and prepare your bookkeeping records for tax time.

No spreadsheets. No manual data entry. No complicated bookkeeping.



## GET READY FOR IRS TAX FILING

Preparing for tax season doesn't have to mean hours of manual bookkeeping.

Tax AI helps organize your business income, deductible expenses and profit information to make preparing your federal income tax return easier.

Useful for preparing financial information related to:

- IRS tax return preparation
- Schedule C (Form 1040) – Profit or Loss From Business
- Form 1040 individual income tax returns
- 1099-NEC independent contractor income
- 1099-K payment platform income
- 1099-MISC miscellaneous business income
- Self-employment tax preparation
- Freelancer and gig worker taxes
- Sole proprietor tax returns
- Small business income tax preparation
- Business expense deductions and tax write-offs
- Quarterly estimated tax planning
- Year-end tax preparation

Tax AI helps you organize the financial information you may need when preparing your tax return or working with your CPA, accountant or tax professional.

## AI-POWERED BOOKKEEPING & TAX PREPARATION

Tax AI analyzes your bank transactions and automatically:

- Identifies business income and expenses
- Categorizes financial transactions
- Assigns expense categories and subcategories
- Tracks sales tax collected and paid
- Identifies potential tax-deductible business expenses
- Organizes income and expenses for tax preparation
- Calculates net profit and loss
- Highlights transactions that may need your review
- Helps prepare organized financial records for your accountant

Whether you're managing 1099 income, preparing Schedule C expense information or organizing small business finances, Tax AI makes bookkeeping easier.

## FIND POTENTIAL TAX DEDUCTIONS & WRITE-OFFS

Keep track of potential deductible expenses.

Useful for:

- 1099-NEC income tracking
- 1099-K income reconciliation
- 1099-MISC income organization
- Freelancer income and expense tracking
- Independent contractor bookkeeping
- Gig economy income tracking
- Self-employed tax preparation
- Sole proprietor bookkeeping
- Schedule C tax preparation


UPGRADE TO THE SUBSCRIPTION VERSION

The subscription version includes cloud sync and backup, allowing you