Boojee Tax Manual
AI-powered tax preparation for your 2024 return. Connect your banks, upload your documents, let the AI categorize and calculate, then download IRS-ready PDF forms to file yourself.
Overview
Boojee Tax prepares a complete 2024 federal return plus returns for 18 income-tax states. It connects to your bank accounts through Plaid (read-only), extracts fields from uploaded W-2s and 1099s via OCR, categorizes every transaction to the correct IRS schedule line, and generates completed, IRS-ready PDF forms.
Important honesty note: Boojee Tax does not e-file directly to the IRS — it has no EFIN. It generates finished PDF forms (1040, Schedule C, Schedule SE, etc.) that you upload yourself to IRS Free File Fillable Forms, a free IRS-operated portal. That upload takes roughly 10 minutes. The documents are AI-generated and have not been reviewed by a licensed CPA; for complex situations, consult a CPA before filing.
Getting Started
- Open Boojee Tax and start with the free tier — no credit card required.
- Connect your checking, savings, and investment accounts through Plaid (read-only; the tool can never move money or see full account numbers).
- Upload your W-2s, 1099s, and brokerage statements. OCR extracts the fields automatically.
- Let the AI categorize transactions and calculate your forms, then review the summary.
- Download your completed IRS-ready PDFs and upload them to IRS Free File Fillable Forms.
Features & How-To
Refund estimator
Enter filing status, wages, self-employment income, investment income, withholding, itemized deductions, and qualifying children to see an estimated federal refund or balance due in about 60 seconds. This is an estimate using 2024 brackets — not a filed return.
Bank connect & document OCR
Link accounts via Plaid and drag in tax documents. Supported inputs include W-2, 1099-NEC, 1099-DIV, 1099-B, 1099-INT.
AI categorization & deduction finder
Every transaction is mapped to the correct schedule line, deductions are surfaced automatically, and mixed personal/business spend is flagged for your review. The deduction finder previews categories the AI scans for — business expenses, home office & utilities, vehicle/travel, retirement contributions, and more.
What's covered
Federal 1040, Schedule C (self-employment), Schedule SE, Schedule D (capital gains), 1099-NEC income, interest & dividends, business deductions, and next-year quarterly estimate projections.
State coverage
18 income-tax states are supported: AZ, CA, CO, GA, IL, IN, MA, MD, MI, MN, MO, NC, NJ, NY, OH, PA, VA, WI. Residents of the 9 no-income-tax states (TX, FL, WA, NV, WY, SD, AK, NH, TN) only need the federal return, which is fully supported free.
Download & file
Review your summary, download the completed PDFs, and upload them to IRS Free File Fillable Forms yourself.
Pricing
- Free — $0: Full federal 1040 (PDF output), 1 bank via Plaid, AI categorization, document OCR, Schedule C & SE, downloadable IRS-ready PDFs.
- Pro — $58/year: Everything in Free, plus state returns (18 states), unlimited bank accounts, Schedule D capital gains, year-over-year comparison, full audit log export, priority support. 14-day free trial (card collected at checkout, not charged until day 14).
- Business — $99/year: Everything in Pro, plus multiple Schedule Cs, CPA review queue access, QBI deduction optimizer, SEP-IRA / Solo 401(k) planning, quarterly estimate reminders, white-glove delivery support.
See the product page for current pricing.
FAQ
Does Boojee Tax e-file directly to the IRS?
No — it has no IRS EFIN, so it does not submit your return directly. It generates completed IRS-ready PDF forms that you upload yourself to IRS Free File Fillable Forms, a free IRS-operated portal. The upload takes about 10 minutes. Direct e-file is on the roadmap once an EFIN is obtained.
Is my banking data safe?
Accounts connect via Plaid with read-only access tokens. Boojee Tax receives transaction history only — it cannot initiate transfers, see full account numbers, or move money.
Which states are supported?
18 income-tax states: AZ, CA, CO, GA, IL, IN, MA, MD, MI, MN, MO, NC, NJ, NY, OH, PA, VA, WI. The 9 no-income-tax states only need a federal return.
Does the free tier include a state return?
No. The free tier covers your complete federal return. State returns are in the Pro tier ($58/year).
What about crypto, rental income, or foreign accounts?
Crypto disposals are handled via Schedule D. Rental income (Schedule E), FBAR/FATCA for foreign accounts, and multi-state non-resident returns are not yet supported — consult a CPA for those.
Are the documents CPA-reviewed?
No. Documents are AI-generated. The format is IRS-accepted, but accuracy depends on your input. For complex situations, have a CPA review before filing.
Troubleshooting
- Bank won't connect: Confirm your institution is one of the Plaid-supported banks and re-enter credentials in the Plaid link flow. Read-only access is expected — you should not be asked to authorize transfers.
- My state isn't listed: Only the 18 income-tax states above are implemented. Your federal return is still fully supported; use your state's free direct-file portal or a CPA for the state return.
- Uploaded PDFs won't submit at the IRS: Boojee Tax generates the forms but you upload them at IRS Free File Fillable Forms. Make sure you're on the official IRS portal and following its submission steps.
- My situation includes an unsupported item (Schedule E, foreign accounts): These are not yet supported — consult a CPA before filing.