Toozi Tax

Toozi is a tax app for self-employed people: estimate taxes, find deductions and write-offs, plan quarterly estimated taxes, prepare 1099s and your tax return, and e-file with an IRS-authorized provider. Built for freelancers, gig workers and beauty pros. Claude works directly in your Toozi books, so tax time is a review, not a project.

Try asking:

“What will I owe in taxes this year?” “How much should I set aside from this week’s income?” “Log $42 at Sally Beauty for supplies.” “Who do I need to send a 1099 to?”

Taxes:

Prepare your federal return from your books: income, Schedule C expenses, mileage, self-employment tax, the QBI deduction and estimated payments. For the current year, get a live estimate.

Know what to set aside and this quarter’s estimated payment, based on your real profit. 1099s: find contractors who need a 1099-NEC, see who’s missing a W-9, text a W-9 request after you confirm, and prepare the forms.

Write-offs, all year:

Log expenses, income or miles in plain language. Sort uncertain bank transactions into the right Schedule C category and teach it rules. See income, expenses and profit for any date range from synced banks and paid invoices. Send invoices, track bills and keep a budget.

Away from Claude? Text Toozi what you made or spent and it shows up here.

Coming soon: California sales tax filing for SaaS sellers.

Careful with money and taxes:

Nothing is filed from Claude. Returns and 1099s are reviewed, identity-verified, signed and e-filed in your Toozi dashboard. Anything that sends, deletes or contacts someone takes two steps: a preview, then your confirm. Every number tells you how much to trust it. Claude never sees full SSNs, EINs or bank account numbers.

You need a Toozi account (14 days free, no card).