Tax Center

Sponsored by

Taxes 2014: 10 Apps to Make Filing Easier

The Fiscal Times
Taxes 2014: 10 Apps to Make Filing Easier

View photo

Taxes 2014: 10 Apps to Make Filing Easier

Tax-filing season is nearly upon us, and it’s easy to be overwhelmed by all the forms, documents, and information you need to collect. Luckily, there are dozens of mobile apps designed to help.

Some are great for keeping yourself organized throughout the year, while others don’t come into play until you’re ready to file or want to check on the status of your returns.

Related:  Don’t Make These Top 10 Tax Mistakes

Here’s a look at our 10 favorite tax-prep apps for 2014:

1.     Shoeboxed

Platform: iOS, Android
Cost: lite version is free; premium packages start at $9.95/month

How it helps: This app lets you digitize and archive receipts and other paper documents into a categorized, searchable, IRS-accepted database for easy access during tax time. You can snap photos of your receipts and email them in, or send hard copies to the company via mail for processing.

2.     iDonatedit

Platform: iOS, Android
Cost: $2.99

How it helps: Keeping track of non-cash charitable gifts can be a headache, but the IRS is increasingly asking for receipts and documentation of such donations. Enter iDonatedIt, which saves receipts, provides value estimates (although you’ll still need an independent appraisal for anything worth more than $5,000), and allows you to store photos of donated items. Then you can email a summary of the donated items to yourself or your tax preparer. 

3.     Gas Cubby

Platform: iOs
Cost: free

How it helps: Ad-supported Gas Cubby allows road warriors to easily track not only their miles, but also all gas and maintenance expenses associated with a vehicle. The app also has some handy non-tax related features, such as reminders about regular maintenance and insurance information storage.


Platform: iOS, Android
Cost: free

How it helps: Designed to help consumers manage their college debt, this app combines information from all outstanding student loans into one place, making it easier for borrowers to keep track of payments. It’s also an easy way to find out how much interest you paid on student loans, especially if you’ve got loans from multiple lenders, so that you can write it off on your taxes.

Related: Slammed by New Taxes: Why You’re Poorer Than You Think 

5.     Simplee Wallet

Platform: iOS, Android
Cost: free

How it helps: Simplee allows health care consumers to easily track and manage all of their medical expenses in one place. The service links to insurance accounts, allows user to pay medical bills directly, and—most importantly for taxpayers—keeps track of your out-of-pocket expenses. This year, taxpayers younger than 65 only deduct medical expenses that exceed 10 percent of income; those 65 and older need to meet a 7.5 percent threshold.

6.     Tax Caster

Platform: iOS, Android
Cost: free

How it helps: This app offers an easy way to get a quick-and-dirty-estimate of what your tax refund will look like. Enter some basic information such as your income, filing status, and projected withholdings, and the app will spit back its best guess at how much money Uncle Sam owes you. (Note: This app is essentially an ad for TurboTax, which created it, and will suggest a list of recommended TurboTax products based on your profile.)

7.     Angie’s List

Platform: iOs, Android
Cost: app is free, but an Angie’s List subscription costs $3 per month

How it helps: Angie’s List is a great resource not only for finding house painters and mechanics, but also for finding a quality tax preparer. There’s no licensing requirement for someone to call himself a tax preparer (as opposed to a certified financial planner or a certified public accountant), and many people who practice have never taken a competency test. Check Angie’s List for unbiased reviews and ratings of tax preparers before turning over your finances to a stranger.

8.     Ask a CPA

Platform: iOS, Android
Cost: free

How it helps: You know all those tax questions you always wanted to know the answer to but were afraid to ask? This app has your answer. Sort by category and question to find thousands of questions answered by real CPAs. If you can’t find the answer, type in your question for a quick response from a real CPA in your area.

9.     TurboTax for iPad

Platform: iOS
Cost: $29.99

How it helps: Want to actually file your taxes from your tablet? The TurboTax for iPad features all the services of the basic computer software package, available directly from your iPad. Several other tax prep firms offer tax-filing apps, but this one consistently gets the best ratings. (Note: Those with simple tax returns can file via mobile phone for $19.99, using the SnapTax app.) 

10.  IRS2Go

Platform: iOS, Android
Cost: free

How it helps: After you’ve filed, use this app to check your refund status. Enter your Social Security number, filing status and anticipated refund, and the app will tell you whether your return has been processed and when you can expect to receive the refund. You can also sign up for tax updates throughout the filing season, which provides helpful daily tax tips for filers.

Top Reads from The Fiscal Times:

View Comments (0)

Recommended for You

  • Mind-blowing tattoo makes man look like machine

    A tattoo with amazing 3D-looking depth makes a man's arm look like it belongs to a shape-shifting android with peeling skin. Even famous street artist Banksy thinks it's cool.

  • Play

    Co-pilot deliberately slams plane in Alps; families ask why

    PARIS (AP) — Passengers with moments to live screamed in terror and the pilot frantically pounded on the locked cockpit door as a 27-year-old German co-pilot deliberately and wordlessly smashed an Airbus carrying 150 people into an Alpine mountainside.

    Associated Press51 mins ago
  • Apple's Tim Cook to donate his wealth: Fortune

    (Reuters) - Apple Inc Chief Executive Tim Cook said he planned to give away all his wealth, the Fortune magazine reported. Cook, 54, told the magazine that he planned to donate his fortune to charity after providing for his 10-year-old nephew's education. ( Fortune estimated…

    Reuters36 mins ago
  • Play

    Why the market sold off

    CNBC's Bob Pisani; Rick Santelli; Bertha Coombs and Morgan Brennan outline factors that impacted today's downward move in the markets, including biotech and chip concerns.

    CNBC Videos
  • 'Three black crows' could spell doom for the market

    Something highly unusual, and potentially quite bearish, has just happened to the stock market.

  • Here’s Why Obama Panders to Iran, Throws Israel Under the Bus

    When the chant “Death to America” goes out in Tehran, it should remind us of the nature of Barack Obama’s diplomatic partners in Iran. Unfortunately, subsequent administrations didn’t learn much from the folly of engagement with the radical mullahs that run Iran with an iron fist. Every…

    The Fiscal Times
  • Imperial Star Destroyer drone patrols the skies above France

    A French maker who creates incredible "Star Wars" drones is back with another. This time, he flies a modded Imperial Star Destroyer sure to strike fear into the heart of any Rebel in its path.

  • Ukraine’s New Problem: An Oligarch with a Private Army

    Rarely has the warning ‘Be careful what you wish for’ applied more completely to a situation than it does to the relationship of the Ukrainian government and Igor Kolomoisky, a billionaire oligarch with his own private army. Until Wednesday, Kolomoisky was the governor of Ukraine’s Dnipropetrovsk…

    The Fiscal Times
  • Gold’s relationship with the U.S. dollar is about to change

    As the gold market moves to the East from the West, the metal’s relationship with the U.S. dollar will shrink.

  • Panama Canal sets sights on new $17 billion expansion project

    As it enters the final stretch of a massive expansion, the Panama Canal Authority is setting its sights on an even more ambitious project worth up to $17 billion that would allow it to handle the world's biggest ships. Workers are now installing giant, 22-story lock gates to accommodate larger…

  • Munger Says Prepare for Harder World as Buying Power Slides

    “We should all be prepared for adjusting to a world that is harder,” Munger, 91, said Wednesday at an event in Los Angeles, in response to a question about the increase in the size of the Federal Reserve’s balance sheet since the 2008 financial crisis. “You can count on the purchasing power of…

  • American Express: The 'Silver Lining' of Losing Costco

    Susquehanna's James Friedman and John Coffey believe there's a "silver lining" to American Express (AXP) losing its contract with Costco Wholesale (COST): American Express explained the backstory of Costco. Sounds like they were in a situation where the demands were such that renewing Costco would…
  • Stuck With a House That Can't Be Sold

    When you ask 29-year-old Anthony Walker about the home he owns, his response is a chorus of resigned sighs. As time passes, he's growing increasingly doubtful that he'll ever see the property value back in the black. Homes that were bought for a “reasonable” price at the top of the market are now…

    The Atlantic
  • 'Mad Money' Lightning Round: Buy, Buy, Buy ConocoPhillips

    Cramer likes Ryanair, Pfizer and MeadWestvaco but is avoiding Rovi Corporation, Five Prime Therapeutics and Avon Products.
  • 9 Basic Pieces of Money-Saving Advice No One Follows -- But Should

    Saving money doesn't always come naturally. Successful savers usually fail a few times (or more) before they figure out what works best for them.

    U.S.News & World Report
  • Play

    Saudis lead air strikes on Yemen

    David Gardner on impact on Iran and US of near-civil war in Yemen

    Financial Times Video
  • Would you go back to a 4-inch iPhone?

    A new rumor says to expect three new iPhones this year, including a 4-inch device that bucks the trend of big displays that some of your friends and family love to mock.

  • Broadcom (BRCM) Falls: Stock Goes Down 5.1% - Tale of the Tape

    Broadcom saw a big move last session and this breaks the recent trend of the company, as the stock is now trading below the volatile price range of $43.73 to $46.19 in the past one-month time frame