Organize your bank data, categorize your expenses, and generate clean tax reports without ever uploading your private financial information to the cloud.
How It Works
- 100% Private & Local: Designed for complete privacy, TaxSort runs entirely in your browser. No data is ever sent to a server, tracked, or uploaded, ensuring your financial records never leave your machine.
- Smart Categorization: Easily import CSV, XLSX, or ODS files from your bank or PayPal. The app groups similar transactions automatically, letting you tag them by category with a single click.
- Built-in Self-Audit: Verify your work instantly. The audit panel compares your import totals against your categorized subtotals to ensure every dollar is accounted for, preventing double-counting or data loss.
- Professional Export: Generate clean XLSX spreadsheets or print-ready PDF reports grouped by category, perfect for your own records or handing off to an accountant.
- Session Management: Save your work as you go with auto-saving to your browser, or create permanent
.taxsortbackup files to keep your project safe on your own drives.
Key Features
- Customizable Workflow: Create and manage your own tax categories and carry them over from year to year to save setup time.
- Desktop Optimized: Built for high-volume financial work, it excels in Chrome, Edge, and Firefox, providing a reliable desktop experience.
- Reliable Backups: Includes a robust save/load system for your session files, allowing you to move your work between computers easily.