Tax Wizard
2025
1. Import Statements
2. Match Transactions
3. Review & Categorize
4. Income
5. Expenses
6. Labor
7. Non-Bank
8. Schedule C
Upload Bank Statements
Upload bank statement CSVs or PDFs. Transactions are deduplicated automatically.
2025 Transaction Coverage
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Feb
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May
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Oct
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Dec
Drop CSV or PDF files here, or click to browse
Bank statements (CSV, PDF) · 1099-K · W-2