TaxSort uses AI to categorize your clients’ transactions into SARS expense categories — every override logged, every decision traceable. Built in South Africa, for South African tax practitioners.
Junior reviewers paste CSVs into a spreadsheet and tint each row by category. Mistakes hide in row 947.
One client, one bank, one month — and that’s before the partner has even reviewed it. Filing season eats your year.
If a category is questioned, you’re reconstructing decisions from memory and email threads. Not defensible.
You stay in control — TaxSort never auto-signs anything. Every category is yours to confirm.
CSV or PDF — even image-only PDFs. We read all eight SA banks: FNB, Standard Bank, ABSA, Capitec, Nedbank, Discovery, Investec, Rand Merchant Bank.
Every transaction gets a SARS-aligned category and a confidence score. Low-confidence rows surface for your review automatically.
Four-sheet working papers — Bank Conversion, Expenses Sorted, Income, Schedule — with the literal Opening + Movement = Closing tie SARS auditors look for.
Trained on SARS expense categories, ITR12/ITR14 logic and SA bank narrations. Not a generic GPT wrapper.
Every category change is logged with timestamp, user and reasoning. Export the full log to CSV for SARS objections.
FNB, Standard Bank, ABSA, Capitec, Nedbank, Discovery, Investec, RMB. CSV or PDF — even image-only PDFs, read via OCR + AI.
One client, every tax year they’ve been with you. Year picker on the client page; export year-by-year or combined. Company FYE? Set the month-end — we group correctly.
Four-sheet Excel pack — Bank Conversion, Expenses Sorted, Income, Schedule. Categorised totals tie back to the bank statement’s opening + closing balances. Defensible by construction.
Cancel any time. Annual billing saves you 20%.
TaxSort runs on Vercel (EU-West) with the database in Supabase Postgres (EU-West). All client tax and ID numbers are encrypted at rest with AES-256-GCM. We sign a POPIA processor agreement with every paying customer — included by default on Pro and Enterprise. Cape Town data residency is on the roadmap.
Eight SA banks today: FNB, Standard Bank, ABSA, Capitec, Nedbank, Discovery, Investec, and Rand Merchant Bank. Drop the file the bank gave you — CSV or PDF. For image-only PDFs (some ABSA and Investec exports lack a text layer), we read them directly via OCR + AI. If your client uses a private/business bank we don’t yet support, send us a sample and we’ll let you know within five working days whether and when we can add it.
Every transaction gets a confidence score. Anything under 80% is surfaced in the “Low confidence” filter — your one-click triage queue. The AI never auto-signs anything; you do. Every override you make is captured in the audit trail and trains custom keyword rules specific to your firm.
Yes — and there’s a soft landing if you ever stop subscribing. New accounts get a 14-day Pro trial with no credit card. After the trial, your account reverts to a free tier (one client retained so you don’t lose your work) — subscribe any time to unlock your full book. Cancel from Settings in one click, no haggling. We keep your data for 90 days after cancellation in case you reactivate, then permanently delete it. Immediate deletion is available on request under POPIA.