Low-stress tax prep with the NeatReceipts SCANALIZER !
Tax time. For most of us, it’s the least favorite time of the year. Hunting for receipts and documents…trying to get it all organized…stressing over how to fill out tax forms and schedules. Happily, there is an easier, more efficient way to save and organize your receipts and documents for tax preparation. It’s the NeatReceipts SCANALIZER.
Low-stress tax prep with the NeatReceipts SCANALIZER
The NeatReceipts SCANALIZER scans your tax-related receipts into your computer and organizes them by their appropriate IRS categories. Another plus is that the SCANALIZER keeps a running total of your spending by expense categories, so you can clearly see where your money is going.
With the SCANALIZER, you’ve got a great head start on filling out Schedules A, B, and C, and more.
The SCANALIZER helps you sort receipts by tax categories such as:
- Charitable Gifts
- Business Use of the Home
- Child Care Expenses
- Medical and Dental Expenses
- You can even rename any field in the software to reflect your own terminology
Tax-related receipts can be neatly organized by their IRS categories, making it easier to fill out your tax forms and keep track of your yearly total spending.
It takes a few simple steps to select which tax reports, folder types, and date range you want to include in your tax summary from your complete list of folders.
Get better organized with the Tax Organizer
Whether you do your taxes yourself, use tax software, or use a tax preparation professional, the SCANALIZER can help you do your taxes faster and easier.
The special Tax Organizer feature lets you run reports that total receipt amounts for each category to help you fill out your tax forms. In many cases, the Tax Organizer can tell you exactly on which line on your 1040 Schedules a given receipt belongs. And with all of your receipts accounted for, you can maximize your tax deductions.
- Document all of your tax deductions
- Save all receipts as secure, un-editable digital images in a central database—attached to relevant data in spreadsheets for easy verification
- Run reports on tax category spending by Form 1040, Schedules A, B, C, and D and more
- Run individual reports for tax deduction categories
- Sort receipts by category, date range, and more to account for all expenditures
- Easily email, print, and export reports in these formats: PDF, Microsoft Excel, Microsoft Word, HTML, JPEG, text and more
- Accepted by the IRS (download a PDF of IRS Revenue Procedure 97-22 here)
- IRS-accepted digital images of your receipts are attached to your spreadsheets as PDF or JPEG files and saved in your NeatReceipts database on your computer
Download Tax Sample Here -- PDF
Always remember to back up your data
As with any digital data, be sure to back up your NeatReceipts data to a zip drive, discs, or additional computer.
Scan and centrally organize tax-related documents
Picture your tax-related documents—anything from medical insurance paperwork to financial statements—organized in digital folders on your computer. The SCANALIZER saves them as PDF files so they’re easy to view and send.
Use your time with your accountant more efficiently
With the SCANALIZER to help you organize your receipts and documents, you’ll be better prepared to meet with your accountant. No more shuffling through piles of receipts and documents. Now you can fully focus on the important tax advice and financial strategies you’re paying your accountant for.
Maximize your tax deductions
Learn great money-saving tips from renowned tax strategy specialist, Diane Kennedy, CPA. Author of "Loopholes of the Rich: How the Rich Legally Make More Money and Pay Less Tax", Diane Kennedy has built a career on educating others about financial investments and government incentives—tax loopholes.
As one of the most respected authorities on tax strategy and personal finance, she can help you take advantage of legal tax loopholes to reduce your tax liability to build wealth faster. It is called tax-advantaged wealth building and it works!
Read Diane Kennedy’s tips:
Plan now or pay later—your choice! |
Change your thinking; Change your tax return Lowering your taxes often means you need to have a major shift in your thinking. If you’re a homeowner, you know that the equity in your home is a powerful financial tool. How you use that tool, though, can make a big difference on your tax return. |
Common Questions
How can I use NeatReceipts for tax preparation?
NeatReceipts can help you create detailed financial records for each expense with corresponding receipts that the IRS requires for tax time. You scan in the receipt and the software will extract the important financial information. At the end of the year, you'll be able to use the searching and reporting functions to help fill out your 1040.
Does the IRS accept digital receipts?
Yes. According to ruling Rev. Proc. 97-22, the IRS allows one to prepare, record, transfer, index, store, preserve, retrieve, and reproduce books and records by either electronically imaging hard copy documents to an electronic storage media, or transferring computerized books and records to an electronic storage media that allows them to be viewed or reproduced without using the original program.
| Single | 225.95 | ||
| 2 Pack | 397.95 | ||
| 5 Pack | 905.95 |