Receipt Taxer

Receipt Taxer is an AI-powered bookkeeping tool that automatically scans receipt images, extracts amounts and categories, and exports organized data for tax preparation.

What is Receipt Taxer?

Receipt Taxer is a web-based application that uses OCR and AI to parse receipt images (JPEG, PNG, up to 10 MB each) into structured records with merchant, category, date, amount, and tax details. It outputs clean CSV, Excel, or PDF files ready for manual entry into TurboTax or other tax software. The tool is developed by Receipt Taxer and runs entirely in the browser.

Key Features

• AI-Powered OCR — Automatically extracts amounts, dates, categories, and tax rates from receipt images with high accuracy.
• Multi-Format Export — Download parsed receipts as CSV, Excel, or PDF; includes an optional summary row.
• Tax Deduction Calculator — Automatically computes estimated deductible tax per receipt and shows totals by category.
• Receipt Status Tracking — Each receipt is labeled Recognized, Needs Review, Failed, or Modified so you know which entries require attention.
• Batch Processing — Upload multiple receipts (JPEG/PNG) at once; the system processes them together and displays a unified dashboard.
• Date-Range Filtering — Export receipts within a custom date range using the built-in date picker.
• TurboTax Integration — The export formats and data structure are designed to match TurboTax Schedule C input fields.

Who is it for?

• Small business owners — Easily record deductible expenses and generate tax-ready summaries throughout the year.
• Freelancers and independent contractors — Track income and business expenses from receipts without manual data entry.
• Accountants and bookkeepers — Quickly process client receipt batches and export to standard spreadsheet formats.

Use cases

• Upload receipt images for automatic parsing — Drag and drop JPEG or PNG files; the AI reads amounts, tax, and merchant names, then categorizes them (Dining, Transportation, Office, etc.).
• Review and correct misread receipts — Status flags (Needs Review, Failed) highlight problematic entries; you can manually correct merchant or category before export.
• Export organized data for TurboTax — Pick a date range and format (CSV recommended), then use the generated file to fill in Schedule C deductions manually.

Pricing

Receipt Taxer offers a single plan at $9.99 per period (each period covers a month, e.g., Jul 5 – Aug 5). This includes parsing up to 200 receipts per period with all core features. No free tier is advertised, but you can cancel anytime.