Individual /Self-Preparers
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.