Private, local receipt intelligence for U.S. taxpayers
Turn everyday receipts into a documented sales-tax deduction
Upload a PDF or photo—or simply snap a receipt with your phone. Smart Tax Planner uses AI to extract and total the sales taxes paid, compare the result with the IRS estimate, and create a tax-ready report supported by the original records.
Upload receipts or snap a photo with your phone. Smart Tax Planner handles the rest.
Check whether the sales taxes hidden in your receipts could improve your federal itemized deductions.
Example annual receipt analysis
$4,832
Sales Tax Documented
Up to $1,160
Potential Tax Reduction
247
Receipts Verified
Illustrative interface data, not a customer result.
Getting receipts in is effortless
No scanner. No manual spreadsheet. No emailing receipt photos to yourself.
Upload a PDF
Import digital receipts and invoices already on your computer.
Add Photos
Upload one receipt photo or an entire batch at once.
Snap and Send
Scan a QR code, photograph the receipt and send it straight to the app.
Scan the QR code shown in the app, photograph your receipt, and the encrypted image is sent straight into your workspace — ready for review and approval.
Same income. Same spending. One missing deduction.
Both couples have $150,000 of adjusted gross income and $29,000 of other potential itemized deductions. The difference is that one couple never documented the $5,000 of sales taxes hidden in their receipts.
The sales tax was already paid. Smart Tax Planner helped uncover and document it.
Illustrative example only. Actual results depend on eligibility to itemize, the applicable standard deduction, other itemized deductions, the IRS sales-tax table amount, the choice between sales taxes and state income taxes, the SALT limitation and the taxpayer’s marginal tax rate. Smart Tax Planner does not guarantee deductions or tax savings.
From scattered receipts to a tax-ready report
Add your receipts
Upload images or PDFs, enter a receipt manually, or scan a QR code and photograph receipts from your phone.
Let Smart Tax Planner do the tedious work
The app reads each receipt and identifies the merchant, date, subtotal, sales tax, total and payment method.
Review and approve
You stay in control. Confirm the extracted information, correct anything that needs attention and approve it for your ledger.
See your potential value
Track your documented sales tax throughout the year and compare your actual total with the IRS estimate.
Export your supporting records
Create an organized, tax-preparer-friendly report that connects every ledger entry to its source receipt.
See the product, not just the promise
Capture from your phone, review the extracted amounts, and export a tax-ready report that ties every number back to its original receipt.
Send receipts from your phone in seconds
Open the “Add Receipts From Phone” dialog, scan the QR code, and photograph receipts. Images are encrypted on your phone before being sent securely to your session — no app install required.
Export a tax-preparer-friendly report
Download per-merchant and per-category summaries, or generate a complete audit-support PDF outlining every transaction, total sales tax and the tax-profile details that justify your deduction claims.
A number is useful. A number with evidence is defensible.
Find the tax value hidden in your receipts — and get an organized report designed to make review easier for you and your tax professional.
Discover an overlooked deduction
See how much state and local general sales tax you actually paid instead of guessing or ignoring it.
Compare before you file
Weigh your documented total against the IRS table estimate and the state-income-tax alternative.
Capture major purchases
Flag large transactions that may deserve special attention, like vehicles and home-related purchases.
Stop manual data entry
Turn receipt photos and PDFs into a structured ledger without building a spreadsheet by hand.
Prepare before tax season
Watch your running total during the year, not after receipts have disappeared.
Keep the evidence
Preserve the original receipt behind every amount so your preparer can review how the total was built.
Your report can include:
Your financial records should remain yours.
Receipts reveal where you shop, what you buy and how you pay. Smart Tax Planner is built around encryption, your explicit approval and your control over the data.
Receipt images are encrypted on your phone before being sent securely to your session.
Nothing enters your ledger until you review and approve it.
Your receipts and financial details are never sold or shared with advertisers.
Export your full ledger and reports whenever you need them.
Delete a receipt at any time; removed items are excluded from your totals.
Smart Tax Planner may be especially valuable if you:
Live in a state with no or low individual state income tax.
Live in an area with a high combined sales-tax rate.
Itemize deductions or may be close to itemizing.
Made major taxable purchases or are improving your home.
Want organized supporting records for your tax preparer.
Not sure whether it applies to you? Smart Tax Planner can help organize the information so you can discuss it with your tax professional.