# Tax AI: Bookkeeping & Expenses — AI Tax Prep for Sole Traders > AI Tax Prep for Sole Traders (iPhone/iPad app by B TO J PTY LTD.) - Source: https://appshunter.io/ios/app/tax-ai-bookkeeping-and-expenses/id6760680406 (this page in markdown: same URL + `.md`) - Developer: [B TO J PTY LTD](https://appshunter.io/developer/569308231) - Category: Business, Finance - Price: Free with in-app purchases - Age rating: 4+ - Requires: iOS 15.0 · 72 MB - Languages: American English - Released: 2026-09-07 - Data updated: 2026-09-16 - User reviews in markdown: https://appshunter.io/ios/app/tax-ai-bookkeeping-and-expenses/id6760680406/reviews.md ## What is Tax AI? Turn PDF bank statements into organized bookkeeping in seconds. Tax AI is an AI-powered bookkeeping app designed to make bookkeeping and tax preparation easier for US small businesses, self-employed professionals, independent contractors and freelancers. Simply import your bank statements and let AI identify income and expenses, categorize transactions, track sales tax, find potential tax deductions and organize your financial records. No spreadsheets. No manual data entry. No hours spent entering transactions one by one. Import your bank statements. Let AI do the bookkeeping. SAVE HOURS ON BOOKKEEPING Forget manually entering every transaction. Import your PDF bank statements and Tax AI automatically turns your transactions into organized bookkeeping records — ready for you to review, manage and export. AI-POWERED BOOKKEEPING Tax AI analyzes your bank transactions and automatically: • Identifies income and expenses • Categorizes transactions • Assigns categories and subcategories • Tracks sales tax collected and paid • Identifies potential tax-deductible expenses • Highlights transactions that may need your review The result? Less data entry and more time to run your business. FIND POTENTIAL TAX DEDUCTIONS Don't overlook potential business deductions. Tax AI analyzes your expenses and helps identify transactions that may be tax-deductible, while highlighting uncertain transactions for you to review. Keep your business expenses organized throughout the year and make tax time easier. GET READY FOR TAX TIME Keep your bookkeeping organized throughout the year. Quickly see: • Total income • Total expenses • Net profit • Sales tax collected • Sales tax paid • Potential tax-deductible expenses • Payroll information Organized financial records can make preparing information for your accountant or tax return much easier. BUILT FOR SELF-EMPLOYED & SMALL BUSINESSES Whether you're a freelancer, independent contractor, gig worker or small business owner, Tax AI helps you keep your business finances organized without complicated bookkeeping. TRACK SALES TAX Keep track of sales tax throughout the year. See sales tax collected and sales tax paid, helping you understand your sales tax position and keep your financial records organized. TRACK PAYROLL Keep track of important employee payments including: • Wages • Tax withheld • Employer payroll taxes • Net pay UNDERSTAND YOUR CASH FLOW See income, expenses, net profit and other important financial figures without building complicated spreadsheets. AI INSIGHTS & FORECASTS Tax AI analyzes your financial data to help you better understand trends, upcoming expenses, potential tax obligations and the financial health of your business. REPORTS & DATA EXPORT Generate financial reports and export transaction data when you need to work with your accountant, bookkeeping software or spreadsheets. IDEAL FOR US SMALL BUSINESSES Tax AI is designed for: • Small business owners • Self-employed professionals • Independent contractors • Freelancers • Gig workers • Anyone who wants to spend less time on bookkeeping UPGRADE TO THE SUBSCRIPTION VERSION The subscription version includes cloud sync and backup, allowing you to securely save your information in the cloud and access the same data across multiple iOS devices, including iPhone and iPad. Upgrading requires an auto-renewable subscription. Payment will be charged to your Apple ID account upon confirmation of purchase. Your subscription automatically renews unless it is canceled at least 24 hours before the end of the current subscription period. Your account will be charged for renewal within 24 hours before the end of the current period. You can manage or cancel your subscription through your App Store account settings after purchase. Privacy Policy: http://www.btoj.com.au/privacy.html Terms of Use: http://www.btoj.com.au/terms.html If you have any questions or feedback, please feel free to contact us. ## Pricing and in-app purchases Base price: Free. **Subscriptions** | Subscription | Price | Period | | --- | --- | --- | | Monthly Subscription | $19.99 | per month | | Yearly Subscription | $149.00 | per year | ## Version history (last 3 releases) ### 1.2 — 2026-09-15 Performance & efficiency improved ### 1.1 — 2026-09-12 Performance & efficiency improved ### 1.0 — 2026-09-07 No release notes. ## More apps by B TO J PTY LTD - [Invoice Maker Simple](https://appshunter.io/ios/app/invoice-maker-simple/id704992962) - [Job Quote Maker - Invoice app](https://appshunter.io/ios/app/job-quote-maker-invoice-app/id707728884) - [Estimate Maker, Contractor Pay](https://appshunter.io/ios/app/estimate-maker-contractor-pay/id714547884) - [Purchase Order PRO - PO Maker](https://appshunter.io/ios/app/purchase-order-pro-po-maker/id714547925) - [Invoice Maker PRO.](https://appshunter.io/ios/app/invoice-maker-pro/id871567776) - [Timesheet Maker](https://appshunter.io/ios/app/timesheet-maker/id896501868) All apps by B TO J PTY LTD: https://appshunter.io/developer/569308231 --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-09-16.*