Three steps. Five minutes. A complete audit trail for any tax return.
Drop your W-2s, 1099s, K-1s, brokerage statements, rental docs — whatever was used to prepare the return. PDF, image, or CSV. No formatting required.
For tax professionals: upload on behalf of a client, or invite them to upload directly into their portal.
Uploaded 7 documents:
W-2 (2025) .......................... 1 page
1099-B Schwab ........................ 14 pages
1099-DIV Vanguard .................... 1 page
1099-INT Chase ....................... 1 page
1098 Mortgage ........................ 1 page
Schedule K-1 ......................... 2 pages
1099-NEC freelance ................... 1 page
All documents ready for verification.
Audit Trail (sample)
1040 Line 1: Wages — $185,400
Source: W-2, Box 1, page 1 (confidence: 99%)
Schedule D Line 7: Net ST Gain — $3,800
Source: 1099-B Schwab, pages 2-14, 47 transactions
1040 Line 3b: Qualified Dividends — $4,210
Source: 1099-DIV Vanguard, Box 1b, page 1 (confidence: 98%)
BasilTax reads every document, extracts fields with page references, and maps them to the corresponding lines on your tax return. Every dollar has a paper trail.
SSNs and personal identifiers are stripped before any AI processing. The math is deterministic — no "AI guessing" on the numbers.
Ask questions in plain English and get answers cited to your actual documents. Share a portal link with your client. Export an audit-ready PDF that you can hand to the IRS if they ever call.
For firms: your client gets their own branded portal where they can self-serve answers — without calling your office.
You asked:
"Where did the $3,800 short-term gain come from?"
BasilTax:
Your net short-term capital gain of $3,800 comes from 47 transactions on your Schwab 1099-B (pages 2–14). Total proceeds were $142,300 with a cost basis of $138,500. The $3,800 difference flows to Schedule D, Line 7, and then to Form 1040, Line 7.
Start with one return — free. See the audit trail for yourself.