ShoeboxTax
Organize receipts and tax documents all year, then hand your tax pro a ready-to-file summary.
Coming soon for iPhone and iPadBuilt by a bookkeeper for busy households and 1099 freelancers. Snap receipts the moment you get them, keep W-2s and 1099s in one place as they arrive, and flag anything confusing for your accountant. No more shoebox in April.
Snap receipts in seconds
Take a photo and ShoeboxTax reads the store, date and total right on your phone.
Categories and notes
Sort every expense your way and add the context you'll forget by tax time.
Ask My Tax Pro
Flag the expenses you're unsure about and keep your questions in one list.
Tax Document Vault
Snap or import W-2s, 1099s, 1098s and property tax bills, sorted by tax year, with a readiness meter.
Plain-English rules
Look up what usually counts for household and self-employed expenses before you ask.
Sunday reminders
An optional weekly nudge to snap the week's receipts before they fade.
ShoeboxTax Pro
$4.99 a month or $39.99 a year · 14-day free trial
- Password-protected PDF package with every receipt photo, sorted by category
- Send it to your tax pro in one tap, with your open questions included
- iCloud backup and sync across your iPhone and iPad
Capturing receipts, the Vault, Ask My Tax Pro and rule lookups are free.
Contact support
Email shannon@shannonsonlinebookkeeping.com. Include your iPhone or iPad model and what you were doing when the problem happened. We usually reply within two business days.
Common questions
Are my receipts uploaded anywhere when I scan them?
No. Receipt and tax form reading happens entirely on your device using Apple's built-in text recognition. Photos and details are stored encrypted on your device, and in your own private iCloud if you have Pro.
How do I send everything to my tax pro?
Add your tax pro's name and email in Settings. On the Export tab, choose the tax year and tap Generate. ShoeboxTax builds a password-protected PDF with your category totals, open questions and receipt photos, then opens Mail addressed to your tax pro. Share the password separately, by text or phone, never in the same email.
What does "Ask My Tax Pro" do?
Flag any receipt you're unsure about and add your question. Flagged items collect in one list, so you can review them before your appointment. They're also included in your export package. Once your tax pro answers, mark the item resolved and pick its final category.
Does ShoeboxTax tell me what's deductible?
It gives plain-English guidance on what usually counts, but it isn't tax advice. Your tax professional makes the final call on every deduction.
How do backup and moving to a new device work?
With Pro, your receipts, photos and forms are kept in your private iCloud and stay in sync on every iPhone and iPad signed in to the same Apple Account. Without Pro, your data stays on that one device. You can always export a copy in Settings › Your data.
How do I cancel or restore Pro?
Cancel anytime in the iPhone or iPad Settings app: tap your name, then Subscriptions. Cancel at least 24 hours before renewal, or before the free trial ends, to avoid being charged. On a new device, tap Restore purchases in the app's Settings.
How do I delete my data?
In the app, open Settings and tap Delete account & all data. This permanently erases your receipts, photos, forms and settings from the device and from your iCloud backup. You can also email us with questions about your data.
Why aren't I getting receipt reminders?
Reminders arrive Sunday evenings once you turn on Receipt reminders in the app's Settings. If they don't appear, allow notifications for ShoeboxTax in the iOS Settings app.
ShoeboxTax organizes records and is not tax, legal or financial advice. Confirm deductions with a qualified professional.