Import instead of retyping
Start from a supported bank or card statement in PDF or CSV format, then review the purchases SargoTax finds.
1099 and self-employed records
Use a 1099 business expense tracker with a reviewable expense list.
Import a supported PDF or CSV statement, group similar merchants, and decide which purchases belong to each business without losing the original transaction detail.
Designed for regular taxpayers, with extra organization tools when self-employment or 1099 work applies.
SargoTax AI
Final organized list
Business expenses to review
Similar merchant purchasesGrouped
Business and personal chargesSeparated
Schedule C-style categoriesAvailable
Uncertain purchasesNeeds review
Open any total to inspect its individual purchases, remove an item, change a category, or assign it to a different business.
Keep every business separate
Create more than one business and choose which activity each expense supports when you have multiple sources of 1099 income.
Preserve the evidence
Grouped totals remain expandable, so each underlying charge can still be reviewed, excluded, or corrected individually.
A calmer workflow
Organize first. Decide with the details open.
SargoTax speeds up the repetitive work while leaving business purpose and final tax treatment in your hands.
- 01
Import or add purchases
Choose a supported statement file or add a purchase manually. Review the import summary before organizing the results.
- 02
Classify and categorize
Mark purchases as business, personal, or review; then select a category and the business that used the expense.
- 03
Inspect grouped totals
Open a merchant or category total to see every included transaction and correct anything that does not belong.
Built around your review
Fast organization without automatic tax claims.
A merchant name alone cannot prove that a purchase is deductible. SargoTax helps organize the record, while you confirm its business purpose and tax treatment.
- ✓Personal transactions can be excluded from the business expense report.
- ✓Suggested categories stay editable and customer-confirmed choices are preserved.
- ✓Downloadable worksheets organize records but do not replace source documents or professional review.
SargoTax AI
Make the next tax step easier to see.
Expense organization does not determine deductibility. Keep supporting records and consult a qualified tax professional when the business purpose or treatment is uncertain.
Explore more SargoTax features