Features

Everything you need for tax compliance

From R&D credits to multi-state sales tax, Taxy automates the entire tax lifecycle for startups. No more spreadsheets, no more surprises.

R&D Tax Credit Automation

Our AI-powered system automatically identifies qualifying R&D activities by analyzing your codebase, time tracking, and expenses. We handle the complex calculations and documentation required by the IRS.

  • Automatic code analysis to identify qualifying activities
  • Time tracking integration for developer hours
  • Expense categorization for supplies and equipment
  • IRS-compliant documentation generation
  • Support for both regular and simplified credit methods
  • State R&D credit support for 30+ states

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Multi-State Sales Tax

Sales tax compliance is a nightmare for growing startups. We automate nexus tracking, rate calculation, filing, and remittance across all 50 states so you never have to worry about it.

  • Automatic nexus monitoring and alerts
  • Real-time tax rate calculation
  • Automated filing and remittance
  • Exemption certificate management
  • Marketplace facilitator support
  • Economic nexus threshold tracking

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Quarterly Estimated Taxes

Never miss a quarterly payment again. We calculate your estimated taxes based on real-time financial data and can even auto-pay on your behalf.

  • Real-time estimated tax calculations
  • Automatic payment reminders
  • Optional auto-pay functionality
  • Safe harbor calculations
  • Federal and state support
  • Penalty avoidance optimization

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Tax Calendar & Deadlines

A comprehensive tax calendar that tracks every deadline across federal, state, and local jurisdictions. Get reminders before it's too late.

  • Personalized deadline tracking
  • Email and SMS reminders
  • Integration with Google/Outlook calendar
  • Automatic deadline updates for extensions
  • Team notifications and assignments
  • Historical deadline tracking

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Plus everything else you need

Taxy comes packed with features to make tax compliance effortless.

Audit-Ready Documentation

Generate IRS-compliant reports and maintain organized records for any potential audit.

Team Collaboration

Invite your accountant, CFO, or investors with role-based permissions.

Custom Reports

Generate detailed tax reports for board meetings, investors, or internal analysis.

Notifications & Alerts

Stay informed with smart alerts about upcoming deadlines, nexus changes, and more.

Data Export

Export your data in any format—CSV, PDF, or direct integration with your tools.

Activity Audit Log

Complete visibility into every action taken in your account for compliance and security.

Integrations

Connects with your stack

Taxy integrates with 50+ tools to automatically sync your financial data.

S

Stripe

Payments

Automatic transaction import and sales tax calculation

Q

QuickBooks

Accounting

Two-way sync with your general ledger

X

Xero

Accounting

Real-time financial data synchronization

G

Gusto

Payroll

Employee data for R&D credit calculations

B

Brex

Banking

Expense categorization and tracking

M

Mercury

Banking

Transaction monitoring and reconciliation

G

GitHub

Development

Code analysis for R&D credit qualification

G

GitLab

Development

Commit history for R&D documentation

J

Jira

Project Management

Issue tracking for R&D activity logging

L

Linear

Project Management

Engineering time tracking integration

S

Shopify

E-commerce

Sales tax calculation for online stores

P

Plaid

Banking

Secure bank account connection

Don't see your tool? Request an integration

Developer API

Build custom integrations

Our REST API gives you full access to Taxy's capabilities. Calculate taxes, retrieve credits, generate reports—all programmatically.

curl -X POST \
  https://api.taxy.io/v1/calculate \
  -H "Authorization: Bearer sk_..." \
  -d '{
    "amount": 99.99,
    "from_state": "CA",
    "to_state": "NY"
  }'

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