Individual /Self-Preparers

Ideal for Tax Preparers as well as Tax Payers. Easily and securely share documents with TaxFile!

TaxFile meets all of your tax document storage and sharing needs. Store all of your tax documents in one place every year and know where they are at all times. Easily share them with your paid preparer using TaxFile "Account Share" feature and eliminate the time required to attach documents for emailing.

Taxpayers/Individual Record Retention Requirements

All individual taxpayers are required to keep copies of their tax records to support positions taken on their tax returns until the Period of Limitations expires. This period is based on the amount of time taxpayers are allowed to amend their return or the IRS can assess additional tax.
IRS.Gov | How long should I keep records?

TaxFile allows Taxpayers to meet the Period of Limitations Requirement that applies to Income Tax Returns and eliminates the worry of not being able to locate past years tax returns. Taxpayers can upload their documents for safe keeping and easily share or retrieve them when needed.

Pricing

Individual / Self-Preparer Plans

Save 17% on Annual Subscriptions!

Starter

Free Trial

$0/month

  • 1 Year
  • Unlimited Docs
  • 1 User
  • Account Share
  • AI Tax Assistant




Use TaxFile for 1 Tax Year only then upgrade to one of our other offerings.

Basic

$4.99/month

Paid Annually ($50/year)

  • 3 Years
  • Unlimited Docs
  • 1 User
  • Account Share
  • AI Tax Assistant
  • E-Signature

Use to meet the Minimum Record Retention and Period of Limitation Requirements

Essential

$9.99/month

Paid Annually ($100/year)

  • 7 Years
  • Unlimited Docs
  • 1 User
  • Account Share
  • AI Tax Assistant
  • E-Signature

Use to meet the Extended Record Retention and Period of Limitations Requirements

Premium

$14.99/month

Paid Annually ($150/year)

  • 10 Years
  • Unlimited Docs
  • 1 User
  • Account Share
  • AI Tax Assistant
  • E-Signature

Use to store tax documents past the Extended Record Retention and Period of Limitation Requirements till up to 10 Years!

About


TaxFile is a cloud-based platform designed specifically for tax preparers and taxpayers to share and store tax documents in a secure environment that meets FTC and IRS requirements for safeguarding taxpayer data and document retention.



Questions

Contact us for any questions regarding features or pricing.