TaxExs workspace

Bank statements in. Categorized books and tax lines out.

Reads PDF, CSV and Excel statements from major banks
96 categories with industry packs
Deductions mapped to Schedule C, 1065, 1120-S and 1120

🔒 Statements are read in your browser and never uploaded.

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Which tools do you want?ChartsIncome, expense and category charts for the loaded statements.IncludedTransactionsThe full transaction list with search, filters, editing, adding and deleting.IncludedP&L StatementProfit and loss grouped by category, by month or year.IncludedBalance SheetA balance-sheet-style summary of money in and out.IncludedYear SummaryMonth-by-month totals across each year.IncludedVendorsTotals per payee and vendor, with drill-down.IncludedSmart CategorizerCategory library, P2P summary and transactions that need review.IncludedMatched PairsMoney received from and paid to the same person or business.IncludedTax DeductionsDeductions mapped to Schedule C, 1065, 1120-S and 1120 lines.Included

Anything else you’d like TaxExs to do? (optional)I understand TaxExs organizes my statements and gives estimates. It is not tax, legal or accounting advice.

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