Tax Recovery
Bookkeeping & Tax Recovery
Keep each month organized so tax time becomes a review, not a cleanup project.
Potential deductions
$0
Rule-based estimate, not yet a filed deduction
Needs review
0
Business purpose or evidence still missing
Business candidates
0
Outflow reviewed
$0
Statements
Import account activity
Live bank sync plugs into the same pipeline. Until a bank connector is authorized, CSV statements can be classified immediately.
Receipts & tax documents
Add a photo, screenshot, or PDF
Save receipts and statements during the year. W-2s, 1099s, 1098s, K-1s, returns, and IRS letters stay with the selected tax year.
Review queue
The app will not claim uncertain expenses as deductions.
No uncertain transactions in this year yet.
Category view
Recent imports
No statements imported yet.
Tax Recovery creates a draft classification and evidence trail. It does not treat uncertain charges as deductible automatically. Final filing treatment should be reviewed against the applicable tax year and entity by a qualified tax professional.