PDF tax forms or a CSV export of stock/crypto trades (broker or exchange).
No files yet for this year. Upload a PDF or CSV to get started.
Mark what you have, need, or N/A. “Inferred” means we matched an uploaded document type.
Questions for your CPA, amended returns, or reminders—stored with this tax year.
Sums across documents. Click a row to see which files contributed.
| Field | Total |
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AI-extracted fields summed across documents.