Question 1

How do I categorize expenses for taxes?

Accepted Answer

Upload your bank CSV to Prefile Check and the AI automatically categorizes each expense into IRS Schedule C categories like Advertising, Car & Truck, Supplies, and more.

Question 2

Is Prefile Check secure?

Accepted Answer

Yes. Prefile Check uses bank-level encryption, does not store your financial data, and automatically deletes all uploaded data within 30 minutes of analysis.

Question 3

Can I export my categorized expenses?

Accepted Answer

Prefile Check exports to both CSV and Excel formats, making it easy to send files to your CPA or import into tax software.

Question 4

What banks are supported?

Accepted Answer

Prefile Check works with CSV exports from Chase, Bank of America, Wells Fargo, American Express, and most major US banks.

Question 5

How much does it cost?

Accepted Answer

Prefile Check starts at $39 one-time for 200 rows. No monthly fees. Try with 20 free rows first.

Prefile Check — AI Tax Expense Classifier