TaxHackAI

Daily tax clarity for professionals

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TaxHackAI

Track taxes from your statements, deductions, and 1099s in one place. Upload a bank statement or a 1099 to estimate what you may owe, what to set aside, and what may reduce it.

See what you earned, what you spent, what you may owe, and what may reduce it. Upload statements for daily tax tracking, review likely deductions, and keep 1099s separate so you can plan before filing.
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Checking saved uploads, transactions, and 1099 forms…
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A guided tax workspace, not just calculators

Create a free account to keep a filing readiness score, document checklist, digital asset answer, and review path tied to your dashboard.

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Plan and limits

Start free and upgrade when you want unlimited tracking and the full planning views.
Free plan
Statement uploads left
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Per month
1099 uploads left
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Per month
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Full details
Unlimited uploads, full deductions, complete 1099 tracker
Start Pro — $12/month Manage billing See plans
Free includes limited uploads. Pro unlocks unlimited tracking, full deductions, and full 1099 detail.
Income for latest day
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No activity loaded
Expenses for latest day
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Tracked from saved imported transactions
Estimated tax for latest day
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Set aside recommendation will appear here

Plan snapshot

A quick look at what still needs attention across uploads, deductions, 1099s, and this quarter.
Ready to plan
Open reviews
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Transactions that still need a quick decision
Possible deductions
$0.00
Current candidate total from statement activity
1099 income tracked
$0.00
Reference total from saved 1099s
Quarter gap
$0.00
Still needed to be fully set aside
TaxHack Books core

Tax-aware bookkeeping lives here

Upload statements, sort transactions into tax categories, and turn your case work into numbers you can actually file from.
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What this unlocks: monthly closes, Schedule C buckets, quarterly estimate starters, and a cleanup queue for mixed business and personal spending.
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Tax Help Center

Get step-by-step help for overdue returns, no-income years, extensions, payment plans, transcripts, and filing prep.
Popular help
Open help center Ask TaxHackAI
I haven't filed taxes in years Do I need to file if I made no money? How do I get IRS transcripts? How do I file an extension? What can I deduct in 2026?

Common tax needs

Catch up on old returns
Open guide
See 2026 deduction categories
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Build a filing checklist
Open guide

Start with these pages

These are the strongest public pages to open first if you are trying to understand what to do next with your taxes.
Popular now

Ask TaxHackAI

Ask tax questions in plain English and get step-by-step guidance, document lists, next actions, and related TaxHackAI pages to open next.

Tax Help Center for Professionals

Find plain-English tax help for late filing, no-income years, extensions, payment plans, 1099s, transcripts, and deductible expense categories.

I Haven’t Filed Taxes in Years

Get a plain-English plan for catching up on overdue tax years, pulling transcripts, gathering documents, and deciding what to file next.

What Can Professionals Deduct for Taxes?

Review likely deductible categories professionals often want to track, including software, ads, supplies, travel, and mixed-use spending.

How Much Should Professionals Set Aside for Taxes?

Estimate how much professionals may need to set aside for taxes using statement uploads, deductions, and quarter-gap planning.

1099 Tax Tracker for Professionals

Upload 1099 photos or PDFs, track payer totals, and compare withholding against estimated taxes with TaxHackAI.

Quarterly Tax Calculator for Professionals

Estimate what professionals still need to set aside this quarter based on statement uploads, 1099s, and saved set-aside entries.

Bank Statement Tax Calculator for Professionals

Upload bank statements to calculate estimated taxes from deposits, expenses, and likely deductions with duplicate protection built in.

Browse the Tax Library

Use these public learning hubs to find deduction rules, 1099 help, quarterly tax guides, late-filing support, and statement-based tax planning.
Tax Library

Tax Library

Start with the full public library and move into the exact topic that matches your tax question.

Deductions Library

Browse home office, meals, travel, software, websites, marketing, and other deduction categories.

Late Filing Help

Get step-by-step help for overdue returns, no-income years, transcripts, extensions, and payment problems.

1099 Help

Learn how 1099 income changes planning, what to save, and how to keep forms organized in one place.

Quarterly Taxes

Find calculators, timing guides, checklists, and set-aside pages for estimated tax planning.

Statement-Based Planning

See how uploaded bank statements turn into daily tax views, deduction candidates, and quarter planning.

Tax Glossary

Understand tax terms like self-employment tax, write-offs, taxable income, transcripts, and installment agreements.

Tax Forms Library

Learn what Form 1040, Schedule C, Schedule SE, Form 4868, Form 1040-ES, and key 1099 forms actually mean.

Tax Deadlines

Review filing, extension, and estimated-tax timing in a simpler, more actionable way.

Start with these tax guides

These are the strongest pages to open first if you are trying to understand what to do, what to gather, and what tax action comes next.
Top guides

Tax Help Center for Professionals

Find plain-English tax help for late filing, no-income years, extensions, payment plans, 1099s, transcripts, and deductible expense categories.

Ask TaxHackAI

Ask tax questions in plain English and get step-by-step guidance, document lists, next actions, and related TaxHackAI pages to open next.

What Can Professionals Deduct for Taxes?

Review likely deductible categories professionals often want to track, including software, ads, supplies, travel, and mixed-use spending.

What Can Professionals Deduct in 2026?

Review the main deductible expense categories professionals often track in 2026 so you can organize records and estimate tax impact earlier.

How Much Should Professionals Set Aside for Taxes?

Estimate how much professionals may need to set aside for taxes using statement uploads, deductions, and quarter-gap planning.

1099 Tax Tracker for Professionals

Upload 1099 photos or PDFs, track payer totals, and compare withholding against estimated taxes with TaxHackAI.

Quarterly Tax Calculator for Professionals

Estimate what professionals still need to set aside this quarter based on statement uploads, 1099s, and saved set-aside entries.

Bank Statement Tax Calculator for Professionals

Upload bank statements to calculate estimated taxes from deposits, expenses, and likely deductions with duplicate protection built in.

I Haven’t Filed Taxes in Years

Get a plain-English plan for catching up on overdue tax years, pulling transcripts, gathering documents, and deciding what to file next.

What If I Can’t Pay My Taxes?

Learn the practical order of operations when you expect a balance due and paying in full is not realistic right now.

Upload statement

Upload CSV or PDF. TaxHackAI reads your activity, skips duplicates, and updates the right dates automatically.

Log in to upload
Analyzing your statement…
We are reading transactions and checking for overlap.
Working
Uploading file
Reading transactions
Checking duplicates
Saving your tax picture
Private by default
We never store bank logins. CSV and PDF files are processed for the logged-in user only, and overlapping transactions are skipped automatically.
Upload tips and AI reader setup
CSV: expected columns are date, description, amount. Optional columns: account, type, category, posted_date.
PDF: local parsing runs first. If the layout is hard to read, TaxHackAI can fall back to AI extraction when configured.
Duplicate protection: re-uploading the same statement should show duplicates skipped instead of double-counting your activity.
AI reader: Enabled. Hard-to-parse PDFs and 1099 photos can use your configured OpenAI API key for structured extraction.

Latest upload

No uploads yet.
Use the 1099 tab to upload a phone photo or PDF and keep tax forms separate from bank activity.

Latest day summary

Income
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Expenses
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Net
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Estimated tax
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Mark this amount as set aside when you move money for taxes.

Quarter status

Estimated owed
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Set aside
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Still needed
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No quarter data yet

Possible deductions

TaxHackAI looks at saved expense transactions and groups likely deduction categories from your statements. These are planning estimates, not tax advice.
No deductions yet
Possible deduction total
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Across saved expense activity
Estimated tax savings
$0.00
At your current tax rate
Needs review
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Candidate items to confirm

Popular tax topics

Browse the questions professionals ask most about saving for taxes, deductions, quarterly payments, 1099s, and catching up on old returns.

How much should I save?

What can I deduct?

1099 and quarterly taxes

Late filing and tax help

Why professionals trust TaxHackAI

Built for U.S. professionals who need plain-English tax help, saved planning tools, and a faster way to stay ahead of taxes.
Built for action
Secure uploads
Statements and 1099s stay attached to your saved account.
No bank login required
Upload source documents directly instead of handing over bank credentials.
Education + action
Read the public library, ask tax questions, then move into your dashboard when you are ready.

Simple pricing

Choose the plan that fits you. Start free, or unlock unlimited tracking and full tax planning with Pro.
Most popular

Free

$0
  • 2 statement uploads each month
  • 1 1099 upload each month
  • Latest-day tax view
  • Quarter gap tracking
  • Deduction preview

Pro

$12/month
  • Unlimited statement uploads
  • Unlimited 1099 uploads
  • Full deduction breakdown
  • Full 1099 payer and form detail
  • Better long-term planning history
Start Pro — $12/month Manage billing
Billing is handled securely through Stripe. View our billing policy and terms before upgrading.

1099 income tracker

Snap a photo of each 1099 so you can see the payer totals and withholding amounts you still need to plan around. These totals are tracked separately so they do not change your daily statement math yet.
1099 tax year
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Latest detected year
Forms uploaded
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Saved to your account
1099 income tracked
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Reference only
Federal withholding
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Across saved forms
State withholding
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Across saved forms
Estimated still owed
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1099 estimate after withholding

Daily timeline

Upload 1099 photo or PDF

Take a picture on your phone or upload a PNG, JPG, WEBP, or PDF. TaxHackAI will read the payer, form type, tax year, income amount, and withholding values for your 1099 tracker.

Reading your 1099…
We are extracting the visible form values.
Working
1099 reference only
1099 tracker totals are shown separately so you can compare your forms without double-counting against statement uploads.
1099 photo tips and reader setup
Best on mobile: open this page on your phone and tap Take photo. Use Choose file for saved photos or PDFs.
Supported files: PNG, JPG, JPEG, WEBP, or PDF.
AI 1099 reader: Enabled. The same configured OpenAI key used for hard PDFs can read 1099 photos, too.

1099 tracker snapshot

Tax year
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Forms saved
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Income tracked
$0.00
Federal withholding
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State withholding
$0.00
Estimated tax at current rate
$0.00
Estimated still owed
$0.00
Estimated tax on 1099s
$0.00
Estimated tax after withholding
$0.00
No 1099s yet

Unlock the full 1099 tracker

Free users can save forms and see the snapshot. Pro unlocks payer totals, the full uploaded-form list, and unlimited 1099 uploads.
Start Pro — $12/month

1099 payer totals

Uploaded 1099 forms

Needs review