What this is, how it works, and who built it.
sort.tax is a transaction classifier for small business owners filing taxes as a Sole Proprietor (Schedule C) or S-Corp (Form 1120-S). Upload your bank transactions, classify them into IRS tax categories, and export summary reports to share with your accountant for review.
It supports CSV imports from most banks, manual entry, auto-classification rules, optional AI-powered classification via Claude, audit risk analysis, and export to CSV or PDF — all from your browser.
Everything runs entirely in your browser. Your transactions, rules, and settings are stored in localStorage on your device. Nothing is sent to any server — there is no backend, no database, no analytics, and no tracking.
The only exception is if you choose to use AI classification. In that case, your transaction descriptions are sent directly from your browser to Anthropic's API using your own API key. Even then, no data passes through any sort.tax server.
Clearing your browser data or localStorage will permanently erase all your data. There is no way to recover it. Consider exporting regularly from the Summary page.
Because your data lives only in your browser, sort.tax does not and cannot guarantee the security, integrity, or persistence of your data. Browser storage can be cleared by the browser itself, extensions, OS updates, or other software at any time without warning.
sort.tax is an organizational tool only. It does not provide tax advice, legal advice, financial advice, or accounting services of any kind. Nothing in this tool should be interpreted as professional guidance.
Tax categories, IRS form line mappings, audit risk estimates, and any other tax-related information displayed in this tool are approximate, may be outdated, and may contain errors. IRS rules change frequently. This tool may not reflect the most current tax law, regulations, or IRS guidance.
Always consult a qualified tax professional (CPA, enrolled agent, or tax attorney) before making any tax-related decisions or filing any tax returns. Do not rely on this tool as your sole source of tax information.
The optional AI classification feature uses a third-party large language model (Claude by Anthropic) to suggest transaction categories. AI suggestions may be incorrect, inconsistent, or nonsensical. They should always be reviewed by a human before being used for any purpose.
When you use AI classification, your transaction descriptions are sent to Anthropic's API subject to their Terms of Service and Privacy Policy. You are responsible for reviewing Anthropic's policies and ensuring your use complies with applicable laws.
sort.tax is a minimum viable product (MVP) built as a personal project and shared publicly as-is. You should expect bugs, inaccuracies, and incomplete features.
THIS TOOL IS PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTIES OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, ACCURACY, OR NON-INFRINGEMENT.
IN NO EVENT SHALL THE DEVELOPER BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES ARISING OUT OF OR RELATED TO YOUR USE OF OR INABILITY TO USE THIS TOOL, INCLUDING BUT NOT LIMITED TO ERRORS IN TAX CLASSIFICATION, DATA LOSS, INCORRECT CALCULATIONS, MISSED DEDUCTIONS, IRS PENALTIES, OR ANY OTHER FINANCIAL HARM, REGARDLESS OF THE CAUSE OF ACTION OR THE THEORY OF LIABILITY.
You use this tool entirely at your own risk. You are solely responsible for verifying all information, classifications, and calculations before using them for any purpose, including tax filing.