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Feature Guide
Learn how each section of TaxApp works
Dashboard
Your tax year overview hub
- Create a new tax year to get started
- Each card shows income, expenses & estimated tax
- Click a year card to access the Tax Center
- Progress bar shows data completeness
Tax Center
Manage all your tax data in one place
- Add W-2s, 1099s, and other income sources
- Track business expenses and deductions
- Record tax withholdings and estimated payments
- Upload and organize tax documents
Smart Tools
30+ AI-powered calculators
- Refund Estimator for real-time calculations
- W-4 Analyzer to optimize withholdings
- Capital Gains Calculator for investments
- Quarterly Tax Calculator for freelancers
AI Analysis
Personalized AI-powered tax insights
- Get your Tax Health Score (0–100)
- Discover deductions you may be missing
- Year-over-year AI comparisons
- Upload documents for instant AI analysis
Audit Assistance
AI help for IRS and State notices
- Upload any IRS notice for plain-English explanation
- Generate professional response letters
- Access Penalty Calculator and appeal rights
- State-specific guidance included
Tax Pro Connect
Connect with certified tax professionals
- Browse verified, matched tax professionals
- Book consultations or full-service prep
- Secure messaging and document sharing
- Track your engagement and appointments
Frequently Asked Questions
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