Tax AI - Bookkeeping Done

Self Employed IRS & 1099 Prep

Free · In‑App Purchases · Designed for iPad. Not verified for macOS.

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 to securely save your information in the cloud and access the same data across multiple iOS devices, including iPhone and iPad. Upgrading requires an auto-renewable subscription. Payment will be charged to your Apple ID account upon confirmation of purchase. Your subscription automatically renews unless it is canceled at least 24 hours before the end of the current subscription period. Your account will be charged for renewal within 24 hours before the end of the current period. You can manage or cancel your subscription through your App Store account settings after purchase. Privacy Policy: http://www.btoj.com.au/privacy.html Terms of Use: http://www.btoj.com.au/terms.html If you have any questions or feedback, please feel free to contact us.

Ratings & Reviews

  • 4.0
    out of 5
    2 Ratings

Performance & efficiency improved

Version 2.6

The developer, B TO J PTY LTD, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Not Linked to You

    The following data may be collected but it is not linked to your identity:

    • Financial Info
    • Contact Info
    • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

Accessibility

The developer has not yet indicated which accessibility features this app supports. Learn More

Information

Seller
B TO J PTY LTD
Size
74.8 MB
Category
Business
Compatibility
Requires iOS 15.0 or later.
  • iPhone
    Requires iOS 15.0 or later.
  • iPad
    Requires iPadOS 15.0 or later.
  • iPod touch
    Requires iOS 15.0 or later.
  • Mac
    Requires macOS 12.0 or later and a Mac with Apple M1 chip or later.
  • Apple Vision
    Requires visionOS 1.0 or later.
Languages
English
Age Rating
4+
In-App Purchases
Yes
  • Yearly Subscription $99.99
  • Monthly Subscription $12.99
  • Learn More
Copyright
© B to J Pty Ltd
  • Developer Website
  • Privacy Policy

    • More by B TO J PTY LTD

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