Bring your records
Upload tax forms and import P&L statements from PDF, CSV, XLSX, photos, or text.
A clearer way to prepare
Your tax return.
One clear workspace.
Turn documents and business books into an organized tax return. Follow focused questions, reconcile your expenses, and understand every step before you file.
Private sessions IRS source guidance 2025 & 2026 tax years
TaxOpt workspaceSample data
BUSINESS & RENTAL
ReviewedYour books, reconciled.
Gross receipts$50,000
Tax profit$47,700
Consulting activitySchedule C · Sole proprietor
| Expense | Schedule line | Amount |
|---|---|---|
| Advertising | 8 | $1,500 |
| Office supplies | 22 | $800 |
Receipts and expenses reconciled
Illustrative amounts. Your questions follow your own records.
BUILT AROUND YOUR RETURN
Form 1040
Business profit & loss
Rental property
Vehicle deductions
A process you can follow.
Keep the evidence, questions, and calculations connected.
Answer what matters
A guided questionnaire follows your activity, income, expenses, and previous answers.
Review your calculations
See tax adjustments, compare eligible vehicle methods, and resolve missing evidence.
Take the next step
Export your worksheets and filing review packet, then use your chosen IRS filing method.
A WORKSPACE FOR EVERY ACTIVITYBusiness books.
Business books.
Tax-ready structure.
Separate each business and property. Classify expenses, reconcile 1099 income, review the vehicle election, and follow the appropriate Schedule C or E path.
Explore a sample businessItemized expenses with source references
Standard mileage and actual cost comparison
Rental basis, use days, and loss review
Book-to-tax adjustments and schedule exports
Partnerships, corporations, complex losses, and specialist situations are routed to additional review.
Start with clarity.
Your documents. Your questions. Your next step.
Create your workspace