TaxFile

Features

AI tax software that reads your forms and finds your deductions

Upload your W-2s, 1099s and receipts or simply chat, and TaxFile prepares your federal and state return, surfaces the deductions and credits you qualify for, and checks for errors before you file. Here is every capability, with you reviewing and approving the return before it is e-filed.

See the features

Upload or chat · deductions you qualify for · you review and approve before filing

Federal State IRS e-file

Read, prepare, file one assistant

You stay in control you approve every number

The features in action

Your filing desk, reading forms and preparing a return

Watch TaxFile read a tax document, find the deductions and credits you qualify for, run an error and audit-risk check, and build a review-ready return. This is the product, preparing a return you review and approve before it is e-filed through an authorized IRS e-file provider.

Return Preview

Filing status

SAMPLE

Form 1099-NEC

Nonemployee compensation

Payer Box 1, Comp. Fed. tax withheld$0

Pre-loaded sample. TaxFile reads it the same way it reads your real documents.

This is sample data so you can see exactly how TaxFile reads a document. Your real W-2s, 1099s and receipts stay encrypted and are never sold.

Prepare a preview to watch TaxFile read your income, scan 200+ deductions and credits, run the error check, and assemble a review-ready return.

Estimated federal refund

Estimate, not your final return

in deductions and credits found ·

Deductions and credits we found

SAMPLE

Estimated taxable income
Estimated refund

Preview only. Review every figure before filing.

Error check passed Not tax advice. You review and approve before filing.

Live preview · estimate only · no signup needed

Estimate only · not tax advice · you review before filing · authorized IRS e-file

Not tax advice. Review your return before filing. For complex situations, consult a CPA or tax professional.

Why filers switch

Less work, more deductions, fewer mistakes, full control

Most tax tools hand you a long interview and leave you to find your own write-offs. TaxFile does the reading and the math, surfaces what you qualify for, and keeps you in charge of the final return.

Far less work

Upload your W-2s, 1099s and receipts or just chat, and the AI prepares your return. No long questionnaire and no retyping numbers off your forms. TaxFile reads the documents and fills in the return for you.

More deductions found

The AI reads your 1099 and Schedule C details and proactively surfaces the deductions and credits you qualify for, from the home office and mileage to the QBI deduction, so self-employed and 1099 filers are less likely to leave money on the table.

Errors caught before filing

Before anything is e-filed, TaxFile runs an automated error and audit-risk check, flagging missing fields, mismatched figures and common mistakes so you can fix them while it still matters.

You stay in control

TaxFile never files silently. It hands you a review-ready return with plain-English explanations, and nothing is e-filed until you have reviewed and approved every number.

Every capability

One assistant that reads, prepares, checks and e-files

From the documents you upload to the return you approve, TaxFile covers the whole filing, including the parts that trip up self-employed and 1099 filers, with you reviewing and approving before anything is sent.

Document reading

Upload a W-2, 1099-NEC, 1099-K, 1099-MISC or a stack of receipts and TaxFile reads each one into the right place on your return. No manual data entry off your forms, whether they are PDFs, photos or pasted text.

Deduction and credit finder

The AI looks at your situation and proactively surfaces the deductions and credits you qualify for, including Schedule C write-offs, the QBI deduction, education and family credits. It finds what you qualify for, never a guaranteed bigger refund.

Error and audit-risk check

Before you file, TaxFile runs an automated check for missing fields, mismatched numbers and entries that commonly draw scrutiny, and flags them in plain language so you can fix them before the return goes out.

Plain-English explanations

Every figure on your return comes with a clear explanation of where it came from and why, so you understand your taxes instead of staring at form numbers you cannot decode.

Schedule C support

Built for freelancers, contractors and the self-employed, TaxFile reads your 1099 income, organizes your business expenses, prepares Schedule C and figures your self-employment tax, all in the core flow.

Quarterly estimates planner

See what you may owe in quarterly estimated taxes for the year ahead, with Form 1040-ES style estimates and safe-harbor guidance, so a self-employment tax bill never catches you off guard.

Authorized IRS e-file

When you are ready, TaxFile e-files your federal and state return through an authorized IRS e-file provider. You approve the return first, and TaxFile is not affiliated with the IRS.

Bank-level security

Your tax documents and financial information are protected with bank-level 256-bit encryption and data minimization. We collect only what is needed to prepare your return, and we never sell your data.

Federal and state returns

TaxFile prepares your US federal and state income tax return together, carrying your figures across so you are not filling out the same numbers twice.

Reading and preparing

Read every form, prepare the return for you

TaxFile does not hand you a blank form. It reads each document into structured data, places every figure on the right line, and surfaces the deductions and credits you qualify for as it goes.

  • Every W-2, 1099 and receipt read into the right place on your return
  • Deductions and credits you qualify for surfaced as you go, never a guaranteed refund
  • An automated error and audit-risk check before anything is filed
  • Plain-English explanations on every figure so you understand your return
FREELANCE · 1099 RETURN

Forms read

1099-NEC · W-2 · 14 receipts

Deductions found

Home office · mileage · QBI

Error check

No mismatches · ready to review

Review-ready return You approve

Built for you

Whether you are a W-2 filer, self-employed or running a small business

TaxFile handles the everyday return and the messy ones, including the 1099 and Schedule C details that other tools leave you to figure out on your own.

AI tax software that reads your forms and files for you

Upload your W-2s and 1099s or chat, and TaxFile prepares your federal and state return, finds the deductions and credits you qualify for, and checks for errors. You review and approve before it is e-filed through an authorized IRS e-file provider.

Read and prepare · deductions you qualify for · you approve before filing