Simple Year
US$59 one-time
For a straightforward year with a few bank or card accounts.
150 processing pagesUp to 3 accounts
First Simple Year: US$59 founding price; regular price US$79.
Get tax-ready books Your preview selects the right tier.
New · Per fiscal year
Get tax-ready books from a year of statements
Upload the year. Review only what is uncertain. Download organized books.
Files stay private in your workspace Free preview US$59 · one-time
01
Upload the year
Add bank and credit-card statements for one business and fiscal year.
02
Review only exceptions
Transfers, equipment, and low-confidence items are queued. Everything else is organized.
03
Download the package
Get a country-aware 15-file year-end ZIP your accountant can use.
Free previewPreview is free. Unlock one completed fiscal year when the books look right.
Start a fiscal year
One person or business. One year. Preview first, then unlock.
Founding priceUS$59 · one-time
Upgrade later by paying only the tier difference.One-time pricing sized to your fiscal year
Preview first. We quote from detected processing pages and accounts, with the same bookkeeping features in every tier.
Business Year
US$129 one-time
For an active business with more statements and accounts.
350 processing pagesUp to 6 accounts
Get tax-ready books Your preview selects the right tier.
High-Volume Year
US$229 one-time
For statement-heavy businesses that still fit self-serve processing.
750 processing pagesUp to 12 accounts
Get tax-ready books Your preview selects the right tier.
Every tier includes categorization, reconciliation, exception review, the 15-file ZIP, and accounting exports. Upgrade later by paying only the tier difference.
Your country-aware accountant package
Fifteen core PDF and Excel files, plus schedules for the business activities you select.
Financial summary and draft profit and loss.
Categorized activity, expense detail, exclusions, and transfers.
Account-by-account statement balance checks.
Country/entity checklist, missing records, and review items.
See all 15 files in the ZIP
Country and entity tax checklist
Country_and_Entity_Tax_Checklist.pdf
Financial summary
Financial_Summary.pdf
Draft profit and loss
Profit_and_Loss.xlsx
Categorized statement ledger
Statement_Ledger.xlsx
Expense detail
Expense_Detail.xlsx
Excluded items and transfers
Excluded_and_Transfers.xlsx
Statement reconciliation
Account_Reconciliation.xlsx
Balance-sheet and missing-record checklist
Missing_Records_and_Adjustments.xlsx
Items needing accountant review
Needs_Accountant_Review.pdf
Statement-based balance sheet workpaper
Balance_Sheet_Workpaper.xlsx
Draft trial balance workpaper
Trial_Balance_Workpaper.xlsx
General ledger workpaper
General_Ledger_Workpaper.xlsx
Year-end adjusting entries workpaper
Adjusting_Entries_Workpaper.xlsx
Country and entity tax-mapping workpaper
Tax_Filing_Mapping_Workpaper.xlsx
Complete unresolved-items register
Unresolved_Items.xlsx
A direct answer
What are tax-ready books?
Tax Ready Books turns 12 months of bank and credit-card statements into categorized statement-based books: income, expenses, transfers, a draft profit and loss report, reconciliations, missing-record checks, and an accountant handoff package. It prepares the records; it does not file a tax return or replace final accountant adjustments.
Country- and entity-aware preparation
Your country, legal entity, accounting method, indirect-tax status, payroll, inventory, assets, and loans determine the checklist and missing records shown in the final package. Official government guidance supports each country profile.
AustraliaCanadaFranceGermanyIrelandNetherlandsNew ZealandSingaporeUnited KingdomUnited StatesInternational / General
How transaction categorization works
Rules and remembered merchant decisions run first. AI suggestions use the transaction date, description, amount direction, account type, currency, country, entity, accounting method, and business profile. Low-confidence items stay in the review queue, and the system does not infer tax deductibility from a bank description alone.
Clear limits before tax filing
The output is a statement-based bookkeeping draft, not a filed return, complete balance sheet, or final double-entry trial balance. Opening balances, invoices, receipts, payroll, inventory, loans, indirect-tax records, and year-end adjustments may still be required.
Tax Ready Books questions
Straight answers about inputs, outputs, categorization, reconciliation, pricing, and professional review.
What documents are included in the year-end package?
The ZIP contains a country-and-entity checklist, financial summary, draft profit and loss, categorized statement ledger, expense detail, exclusions and transfers, account reconciliation, missing-record checklist, and an accountant-review report.
Can bank statements alone produce a complete balance sheet?
No. Statements can support cash and credit-card activity, but a complete balance sheet also needs opening balances and records for assets, liabilities, equity, receivables, payables, inventory, loans, payroll, and year-end adjustments where applicable.
Does Tax Ready Books file my tax return?
No. It organizes statement-based books and creates an accountant handoff package. A qualified tax professional or the taxpayer must confirm tax treatment, complete adjustments, and file the applicable return.
Which countries and business entities are supported?
The books profile currently supports Australia, Canada, France, Germany, Ireland, the Netherlands, New Zealand, Singapore, the United Kingdom, and the United States, with country-specific personal, self-employed, partnership, company, and non-profit entity choices.
How are transactions categorized?
Deterministic rules and saved merchant decisions are applied first. Remaining transactions may receive AI suggestions using statement and books-profile context. Low-confidence, equipment, transfer, and other uncertain items are sent to the review queue.
How are transfers, duplicates, and balance differences handled?
Potential internal transfers and card payments are matched across accounts, likely duplicate transactions are flagged, and each statement opening and closing balance is compared with calculated activity. Exceptions remain visible until reviewed.
How much does one fiscal year cost?
Preview is free. Simple Year is US$79 for 150 processing pages and 3 accounts, Business Year is US$129 for 350 pages and 6 accounts, and High-Volume Year is US$229 for 750 pages and 12 accounts. A first Simple Year may receive the US$59 founding price.
Are uploaded financial files private?
Files are used for the private workspace and its bookkeeping outputs. Accountant sharing is controlled by the workspace owner through a dedicated share action.