tax-helper (DexterLagan)
Racket tool that imports bank CSV files and totals business expenses per category for tax returns.
What it does
Imports bank transactions from a CSV (date, name, debit, credit) and totals business income and expenses per category for a tax return, in a GUI or a command line with your own transaction types and floor amounts. Racket source; portable Windows 64-bit executables are on the releases page. The sample categories are Canadian, and transaction names must contain no punctuation or quotes; GPL-3.0.
Where it fits on the map
Not on the map: inactive and for individual taxpayers.
The map places maintained projects for a company tax department or a tax authority, without a demo or paid-service flag. Everything else stays on the list with its label.
Similar projects
Of the same kind, for a shared jurisdiction or tax area. Not a ranking.
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- PolicyEngine ChatChat interface to PolicyEngine for UK and US tax and benefit questions and reforms.
Maintain this project?
Link to this page from your README, so readers find the facts, the notes and where it fits. The badge is a small SVG served from this site.
[](https://tax-oss.com/projects/tax-helper-dexterlagan/)