Frequently asked questions

Yes. Free includes unlimited manual receipt entries and photo uploads, 25 mileage trips total, up to 3 Saved Trips, basic reports, 5 Smart Receipt Scans per month, and 3 Smart Trip Scans per month.

No. You can create a Free account without entering a credit card. Payment details are requested only if you choose a paid plan.

Yes. You can take a photo or upload a supported image. Manual receipts and receipt photo uploads are unlimited on Free; AI-powered Smart Scans have a monthly allowance.

Add trips manually, reuse a Saved Trip, create a recurring schedule, or use Smart Trip Scan to extract details from a photo. Free includes 25 saved mileage trips total; Pro includes unlimited mileage tracking.

You can review your records in TaxTrail. Pro also includes PDF and CSV exports designed to make sharing records easier. Your accountant should review the records and decide how to use them.

TaxTrail is built for freelancers, independent contractors, 1099 workers, and small business owners who want one place for receipt and business-mileage records.

Pro includes unlimited mileage tracking, 100 Smart Receipt Scans and 50 Smart Trip Scans per month, unlimited Saved Trips, up to 20 active recurring schedules, PDF and CSV exports, and advanced reports and filters.

If the Lifetime plan is available, it is a one-time purchase for Pro-level access during the operational lifetime of TaxTrail and your account, subject to the plan's monthly scan allowances and the Terms. It is not a promise that the service or company will operate forever.

Account records and uploaded images are stored in the cloud using TaxTrail's hosting, database, and storage providers. TaxTrail is not a guaranteed backup or archival service, so keep copies of records you cannot replace.

Open Settings and use the subscription management option for your Stripe subscription. Cancellation stops renewal, and Pro remains available until the end of your current paid billing period.

When you choose Smart Scan, an AI provider processes the uploaded receipt or trip image to suggest record details. Always review the result before saving; extraction and categories can be incomplete or inaccurate.

Free includes 5 Smart Receipt Scans and 3 Smart Trip Scans per month. Pro and Lifetime include 100 Smart Receipt Scans and 50 Smart Trip Scans per month. Allowances reset monthly and unused scans do not roll over.

No. TaxTrail helps organize records and create summaries and exports. It is not a tax professional, does not file returns, is not endorsed by the IRS, and does not provide tax, legal, accounting, or financial advice.