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This backend version stores uploads, transactions, and 1099 tracker data in WordPress by user account. Please sign in to use statement uploads, 1099 photo uploads, and saved tax history.
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Checking saved uploads, transactions, and 1099 forms…
Income for latest day
$0.00
No activity loaded
Expenses for latest day
$0.00
Tracked from saved imported transactions
Estimated tax for latest day
$0.00
Set aside recommendation will appear here
Plan snapshot
A quick look at what still needs attention across uploads, deductions, 1099s, and this quarter.
Open reviews
0
Transactions that still need a quick decision
Possible deductions
$0.00
Current candidate total from statement activity
1099 income tracked
$0.00
Reference total from saved 1099s
Quarter gap
$0.00
Still needed to be fully set aside
Upload statement
Upload CSV or PDF. We import new transactions, skip overlap automatically, auto-categorize activity, and update the correct dates.
Analyzing your statement…
We are reading transactions and checking for overlap.
Uploading file
Reading transactions
Checking duplicates
Saving your tax picture
Private by default
We never store bank logins. CSV and PDF files are processed for the logged-in user only, and overlapping transactions are skipped automatically.
Upload tips and AI reader setup
CSV: expected columns are date, description, amount. Optional columns: account, type, category, posted_date.
PDF: local parsing runs first. If the layout is hard to read, TaxHackAI can fall back to AI extraction when configured.
Duplicate protection: re-uploading the same statement should show duplicates skipped instead of double-counting your activity.
AI reader: Not configured yet. Add
PDF: local parsing runs first. If the layout is hard to read, TaxHackAI can fall back to AI extraction when configured.
Duplicate protection: re-uploading the same statement should show duplicates skipped instead of double-counting your activity.
AI reader: Not configured yet. Add
TAXHACKAI_OPENAI_API_KEY in wp-config.php to enable PDF and 1099 photo extraction.
Latest upload
No uploads yet.
Use the 1099 tab to upload phone photos, see payer totals, and compare withholding against your current estimated tax rate.
Latest day summary
Income
$0.00
Expenses
$0.00
Net
$0.00
Estimated tax
$0.00
This logs the current day’s estimated tax into the quarter set-aside total.
Quarter status
Estimated owed
$0.00
Set aside
$0.00
Still needed
$0.00
No quarter data yet
Possible deductions
TaxHackAI looks at saved expense transactions and groups likely deduction categories from your statements. These are planning estimates, not tax advice.
Possible deduction total
$0.00
Across saved expense activity
Estimated tax savings
$0.00
At your current tax rate
Needs review
0
Candidate items to confirm
1099 income tracker
Snap a photo of each 1099 so you can see the payer totals and withholding amounts you still need to plan around. These totals are tracked separately so they do not change your daily statement math yet.
1099 tax year
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Latest detected year
Forms uploaded
0
Saved to your account
1099 income tracked
$0.00
Reference only
Federal withholding
$0.00
Across saved forms
State withholding
$0.00
Across saved forms
Estimated still owed
$0.00
1099 estimate after withholding
Daily timeline
Quarter breakdown
Income
$0.00
Expenses
$0.00
Net profit
$0.00
Estimated tax owed
$0.00
Set aside
$0.00
Shortfall
$0.00
Deduction output
Possible deductions
$0.00
Likely deductible spending found
Estimated tax savings
$0.00
Based on your current tax rate
Review candidates
0
Meals and mixed-use items need review
Upload 1099 photo or PDF
Take a picture on your phone or upload a PNG, JPG, WEBP, or PDF. TaxHackAI will read the payer, form type, tax year, income amount, and withholding values for your 1099 tracker.
Reading your 1099…
We are extracting the visible form values.
Log in to use mobile camera upload and save 1099 forms to your tracker.
Log in to continue
1099 reference only
1099 tracker totals are shown separately so you can compare your forms without double-counting against statement uploads.
1099 photo tips and reader setup
Best on mobile: open this page on your phone and tap Take photo. Use Choose file for saved photos or PDFs.
Supported files: PNG, JPG, JPEG, WEBP, or PDF.
AI 1099 reader: Not configured yet. Add
Supported files: PNG, JPG, JPEG, WEBP, or PDF.
AI 1099 reader: Not configured yet. Add
TAXHACKAI_OPENAI_API_KEY in wp-config.php so TaxHackAI can read photo uploads.
1099 tracker snapshot
Tax year
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Forms saved
0
Income tracked
$0.00
Federal withholding
$0.00
State withholding
$0.00
Estimated tax at current rate
$0.00
Estimated still owed
$0.00
Estimated tax on 1099s
$0.00
Estimated tax after withholding
$0.00
No 1099s yet