Tax GPT

Tax GPT is a tax preparation agent that works the way a careful preparer does. It first pins your country, state, tax year and filing status, then builds the document checklist for your return, sorts a year of bank and card transactions into deductible, partly deductible and not deductible, flags audit and penalty risks, and writes the question list for your accountant.

Built for freelancers, sole traders, landlords and small business owners who want their records organised before they pay for professional hours. It works inside Claude or ChatGPT as an agent file and does not connect to any tax authority, e-file system or bank. The workflow: frame the tax year, check W-2, 1099, P60 or payslip documents against deposits, total income by source, sort expenses with the rule and its source named, build a planning estimate from your own figures, then hand you a CPA-ready pack.

Instead of a generic $20/mo ChatGPT subscription that answers tax questions without asking where you live, you get a one-time agent with a fixed tax-prep workflow, templates and a worked example.

Compatible with: TurboTax and H&R Block exports, QuickBooks and Xero, bank and card CSV exports, Excel and Google Sheets.

• Is it the same as ChatGPT for taxes? No - it runs a fixed preparer workflow with a jurisdiction frame, checklists and risk flags instead of open chat.
• Does it file my return? No - it prepares and organises; you or your preparer file.

Not tax advice. Tax GPT organises your documents and explains published rules for the stated tax year. Review every figure and position with a qualified tax professional (CPA, enrolled agent or chartered tax adviser) before you file or pay.