Tax Evidence Package Builder
Organize the documents behind your tax records.
Upload receipts, invoices, statements, checks, confirmations, and tax forms. Link them to income and expense items, review gaps, and produce a clear evidence package for professional review.
Document organization only. Not tax preparation, filing, or tax advice.
The tax-document problem
Most tax support isn't missing. It's just unorganized and unconnected.
Records are scattered
Statements, receipts, emails, photos, spreadsheets and prior returns live in a dozen different places.
Documents aren't tied to tax positions
A receipt exists, but nothing shows which deduction it supports or whether it was already counted.
Support is incomplete
Missing payment proof, unclear business purpose, mixed personal use, duplicated expenses.
Review is slow
Preparers spend hours renaming files, chasing documents and rebuilding workpapers by hand.
How it works
Three steps from a folder of files to a package.
Upload tax records
Add tax forms, receipts, statements, invoices, mileage records, checks and other evidence to a tax-year project.
Connect evidence to tax categories
Enter the reported item, choose its category, explicitly link source documents, and record allocation amounts or relationship notes.
Generate the package
Download a ZIP containing a versioned manifest, evidence index, unlinked-document inventory and unchanged copies of linked source records.
Supported records
Bring whatever you have.
Tax forms
- W-2
- 1099-NEC / MISC / K
- 1099-INT / DIV / R
- SSA-1099
- 1098 / 1098-E
- Schedule K-1
Payment evidence
- Bank statements
- Credit-card statements
- Checks
- Payment confirmations
- Invoices
- Receipts
Other support
- Mileage logs
- Asset purchases
- Prior-year returns
- Tax notices
- Contracts
- Spreadsheets
Evidence status
Every reported amount shows what supports it — and what doesn't.
Supported
At least one accepted link is present and entered allocations cover the reported amount.
Partially supported
Accepted links exist, but allocations are short or another link still needs review.
Unsupported
No accepted source-document link exists yet.
Tax year 2025 · Schedule C comparison
| Category | Entered | Supported | Partial | Unsupported |
|---|---|---|---|---|
| Advertising | $33,772 | $31,980 | $1,200 | $592 |
| Travel | $4,000 | $2,850 | $600 | $550 |
| Supplies | $600 | $472 | $0 | $128 |
Entered amounts are user-provided and not independently verified. Unsupported amounts are flagged for review, not judged invalid.
The professional package
An indexed ZIP your accountant can actually work from.
2025-tax-evidence-package.zip
- README.txt
- manifest.json
- evidence-index.csv
- unlinked-documents.csv
- source-documents/
evidence-index.csv records
- Tax-item identifiers and categories
- Reported and allocated minor-unit amounts
- Supported, partial and unsupported coverage
- Source-document identifiers and original names
- Review status and relationship notes
Linked source files are copied byte-for-byte and never altered. The versioned index retains Tax Proof Link item and document identifiers for traceability.
Security and privacy
Tax records deserve careful handling.
Private storage
Documents live in a private bucket. Individual downloads use short-lived signed links; ZIP creation uses the authenticated session.
Tenant isolation
Database and storage policies restrict projects, records and evidence links to their owner.
Originals preserved
Source files are never modified. Package generation copies linked records byte-for-byte.
Consistent document removal
A document row is removed only after its private storage object is successfully deleted.
Pricing
Start organizing evidence on the free plan.
Organizer plan available now
Paid Professional and Practice tiers are labeled hypotheses pending owner approval and Stripe configuration. Production release remains gated by migration, backup, monitoring, and rollback evidence.
- Tax-year evidence projects with private document intake
- Reviewable classification suggestions with confidence and provenance
- Explicit evidence linking, unresolved-item queues, and readiness explanations
- Duplicate and date-year inconsistency flags
- Expiring, revocable professional read-only sharing
- Indexed ZIP packages with cover summary and unresolved-items report
Frequently asked questions
Questions before you start.
Important disclaimers
- This application is a document-organization and evidence-preparation tool. It does not prepare or file tax returns.
- It does not provide legal, accounting, or tax advice. Tax treatment must be reviewed by you or a qualified professional.
- Coverage labels reflect user-entered items, links, review states and allocation amounts. Inclusion in a package does not establish deductibility, and a missing-document warning does not establish that an item is invalid.
- Users remain responsible for the accuracy of tax information submitted to a taxing authority.
Start your first tax-year project.
Create a project, enter your reported figures, upload what you have, and see exactly which amounts are supported.