Tame your Paper Monster, at tax time and all year long
Tired of the annual tax time struggle to track down receipts and other important financial documents that have been stuffed into a drawer or shoebox?
Neat's powerful scanners and software solutions tame even the most beastly tax-related documents, to maximize your deductions and give you instant access to all your records at tax time.
Need tax help? | What else can I do? | Scanner comparison
How can Neat help with my taxes?
Neat® helps you stay organized and clutter-free at work, at home, or on the go. Our patented scanner and software solutions extract key details from your paper, then organizes it all in a digital filing system. Good for productivity. Bad for Paper Monsters and IRS auditors.
Once your receipt images and data are saved in your digital filing cabinet, you can do a variety of things that will help you - or your accountant - save time and money at tax time*:
Scanned Receipts make it easy
- Assign US and Canadian tax categories to receipts.
- Assign a tax category to every scanned receipt.
- All receipts are keyword searchable, which makes finding individual expenses quick and easy.
- IRS accepts scanned copies of receipts, so you can finally rid yourself of that overflowing envelope or shoebox.
Download a PDF of IRS Revenue Procedure 97-22
Tax Reports for quicker accessibility
- Whether you do your taxes yourself, use tax software, or hire a professional, the Tax Reports module will help you fill out forms more quickly by letting you run reports that total receipt amounts for each category. **
- The report can tell you exactly on which line of your 1040 Schedules a given receipt belongs.
- Sort receipts by category, date range, and other criteria to ensure you are capturing all your potential tax deductions.
Export Data to applications
- Export your data to TurboTax® and other applications.
- Export data to many formats and applications, like PDF, JPG, Quicken®, QuickBooks® and Excel.
- Send your accountant a single PDF file at tax time, instead of a messy pile of receipts.
- You can even export data directly to TurboxTax, filling in deduction fields automatically.
Have peace of mind your data is secured. The IRS has three years to audit your tax return. Many receipts printed on thermal paper begin to fade after just two months! By keeping digital records of all your tax documentation, you can have peace of mind knowing that your receipts will remain clean and sharp, in case you ever need them.
*Not all features are available for Mac at this time
** Updated tax categories for tax year 2011 will be available March 2012.
What else can I do?
Our customers are always finding new and exciting ways to use Neat products. Here are some of our favorites.
Digital Expense Reports
Scan receipts, export data to PDF or Excel Expense Report templates and email the report
Flexible Spending Accounts
Scan receipts, export the data and email the report
Tax Preparation
Assign US or Canadian tax categories to receipts and other tax documents and create PDF tax reports
Financial Management
Scan and organize financial documents and run reports to track spending
Contact Management
Scan business cards and sync with Outlook, Plaxo or Mac Address Book
Document Management
Scan and organize invoices, contracts, warranties and manuals
Protect Against Natural Disasters
Maintain records of purchases for insurance purposes in case of burglary, fire or flooding
Manage Health Care Records
Maintain medical records, insurance forms and prescriptions
Preserve Memories
Scan in your children's artwork, report cards and school paperwork; store family recipes and documents
Be Kind to Planet Earth
Scan it and recycle - what's really valuable is the information on the paper, not the paper itself
Have Peace of Mind
Know your information is safe, secure and easily accessible
Scanner: NeatDesk
Weight: 4.4 lbs
Powered By: Electrical Outlet
Scanning Capacity: 50 Pages
Scanning Speed: 24 Pages per minute
Scanning Style: Automatic Document Feeder
Scanning Mode: Both sides at a time
Included Software: Neat 5 (PC) or NeatWorks for Mac
Paper Type: Receipts, Business cards, Documents
Scanner Type: NeatReceipts
Weight: 10.6 oz
Powered By: USB Port
Scanning Capacity: 1 Pages
Scanning Speed: 4 Pages per minute
Scanning Style: Single Sheet Feeder
Scanning Mode: One side at a time
Included Software: Neat 5 (PC) or NeatWorks for Mac
Paper Type: Receipts, Business cards, Documents