Save your sanity at tax time with these Neat scanning solutions.
The Neat Company offers the most comprehensive systems to digitize and organize your paperwork - at tax time and throughout the year.
Our scanning and digital filing solutions will help you organize all your tax receipts and financial documents according to IRS tax categories, so you can maximize your deductions and have digital copies of all your records.
Two scanners. One amazing application. Whether you want lightning-fast batch scanning or an on-the-go productivity tool, we have your solution. Both NeatDesk (desktop ADF scanner) and NeatReceipts (mobile scanner) are powered by our proprietary NeatWorks software. NeatWorks uses patented “Intelligent Text Recognition” technology to not only capture a digital image of your paper files, but also read and analyze the information on them - then automatially populates key data in a robust, easy-to-use database system.
Low-stress Tax Prep with NeatWorks
With your receipt images and data saved in the NeatWorks database, you can do a variety of things with it that will help you - or your accountant - save time and money at tax time.
Assign tax categories to receipts (US and Canada). In NeatWorks, you can assign a tax category to every scanned receipt. If you itemize deductions, it's a great way to get a head start on filling out Schedules A, B, and C, and more. All receipts are keyword searchable, which makes finding individual expenses quick and easy. And because the IRS accepts scanned copies of reciepts, you can finally rid yourself of that overflowing envelope or shoebox. Download a PDF of IRS Revenue Procedure 97-22 
Run tax reports. Whether you do your taxes yourself, use tax software, or hire a professional, the Tax Reports module will help you fill out forms more quickly by letting you run reports that total receipt amounts for each category. In many cases, the report can tell you exactly on which line of your 1040 Schedules a given receipt belongs. You can also sort receipts by category, date range, and other criteria to ensure you are capturing all your potential tax deductions. View a sample tax report
Export your data to other applications. NeatWorks allows you to easily export data to many formats and applications, like PDF, JPG, Quicken®, QuickBooks® and Excel. Imagine sending your accountant a single PDF file at tax time, instead of a messy pile of receipts! You can even export data directly to TurboxTax, filling in deduction fields automatically.
See how easy itemization can be in this video demo
Have peace of mind your data is secure. The IRS has three years to audit your tax return. Many receipts printed on thermal paper begin to fade after just two months! By keeping digital records of all your tax documentation, you can have peace of mind knowing that your receipts will remain clean and sharp, in case you ever need them.
Collecting and organizing your paperwork is the key to a stress-free and potentially money-saving tax year. Whether you do it yourself or work with a professional, you can make a big difference on your taxes by scanning all your receipts and creating an archive of all your financial documents.