TaxFile
TaxFile is web-based tax software that uses AI to prepare returns from uploaded documents or answers to questions.
What TaxFile is
TaxFile is web-based tax software that uses AI to prepare returns from uploaded documents or answers to questions. It identifies deductions and credits, checks for errors, and presents each return for user approval before e-filing through an authorized IRS e-file provider. Supported inputs include W-2, 1099-NEC, 1099-MISC, 1099-K, 1099-INT/DIV, 1099-G forms, and receipts. It prepares Form 1040, Schedule C, Schedule SE, and state returns, with one state return included. TaxFile says it checks more than 200 deductions and credits against eligibility rules and explains figures in plain English. Plans cover W-2 employees, freelancers, gig workers, single-member LLCs, small businesses, firms, and high-volume filers. Simple costs $39 a year, Self-Employed $89 a year, and Business $199 a year, each billed yearly and renewed each season. Enterprise pricing is through sales. A live return preview is available without signup, but there is no free plan. TaxFile describes itself as self-prepared software, not personalized tax, legal, or accounting advice.
Good
- Checks more than 200 deductions and credits
- Supports common W-2 and 1099 forms
- Review before authorized e-filing
- Federal and state return preparation
- Live preview without signup
Watch out
- No free plan
- One state return included
- Not personalized tax advice
- Enterprise pricing requires contacting sales
Who it suits
TaxFile suits people and organizations preparing common federal and state returns, including employees, freelancers, gig workers, and single-member LLCs. Complex situations may require consulting a tax professional.
Verdict
TaxFile combines document-based preparation, deduction checks, and user approval before e-filing. Its plans cover several individual and small-business situations, while users with complex needs should note the self-prepared software limitation.
Plans and prices
From TaxFile's own pricing page, checked 8 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Simple | $39 a year | W-2 employees and simple returns · federal and state return · deduction and credit sweep · automated error and audit-risk check · Billed yearly, renews each season |
| Self-Employed | $89 a year | Freelancers, 1099 and gig workers · Schedule C · year-round deduction tracking · quarterly estimate reminders · priority email support · Billed yearly, most popular |
| Business | $199 a year | Single-member LLC and small business · assets and depreciation · multiple states and income streams · quarterly estimated-tax planner · Billed yearly, renews each season |
| Enterprise | Priced on request | Firms and high-volume filers · multi-entity filing · dedicated account support · custom onboarding · volume pricing · Contact sales |
The facts
Each one read from TaxFile's own pages, with the date it was checked.
What it does
- Data use
- The security page says the AI uses customer data only to prepare the return and that TaxFile collects and retains only what it needs.checked 8 Oct 2026
- Deductions
- TaxFile says it checks more than 200 deductions and credits against eligibility rules and explains each figure in plain English.checked 8 Oct 2026
- Enterprise option
- The Enterprise plan lists security review, dedicated account support, custom onboarding and volume pricing.checked 8 Oct 2026
- Limitations
- TaxFile describes itself as self-prepared tax software, not personalized tax, legal or accounting advice, and recommends consulting a tax professional for complex situations.checked 8 Oct 2026
- Product
- TaxFile uses AI to prepare tax returns from uploaded documents or answers to questions, identify deductions and credits, and check for errors.checked 8 Oct 2026
- Review and filing
- Users review and approve each return before it is e-filed through an authorized IRS e-file provider.checked 8 Oct 2026
- Security
- TaxFile says data is protected with 256-bit encryption in transit and at rest, access is limited and logged, and personal information is not sold or shared for advertising.checked 8 Oct 2026
- Support
- TaxFile lists email support at [email protected] and says its team usually replies within one business day.checked 8 Oct 2026
- Supported forms
- The product reads W-2, 1099-NEC, 1099-MISC, 1099-K, 1099-INT/DIV, 1099-G and receipts, and prepares Form 1040, Schedule C, Schedule SE and state returns.checked 8 Oct 2026
- Target users
- The listed plans are aimed at W-2 employees, freelancers, 1099 and gig workers, single-member LLCs, small businesses, firms and high-volume filers.checked 8 Oct 2026
Money
- Free preview
- The homepage offers a live return preview with no signup required, while the pricing page says there is no free plan.checked 8 Oct 2026
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