AI Household Ledger & Tax Return Tool
The AI Household Ledger & Tax Return Tool is an Excel-exclusive tool that semi-automates tax filing based on your everyday household ledger.
By simply recording your daily income and expenses, the tool automatically organizes all the data required during tax season, significantly reducing time-consuming manual work.
While tax filing systems such as e-Tax have become more convenient, preparing the actual tax filing data remains a burdensome task.
This tool leverages AI to support the preparation of tax return data, enabling anyone to create tax-ready data easily and efficiently.
Key Features
- Household Ledger Integration: Existing household ledger data (Excel) can be used as-is
- Automatic Categorization: AI automatically classifies expenses into business expenses, living expenses, and more
- Tax Filing Data Generation: Automatically generates tax return–ready data by simply entering the required items
- Deduction & Expense Support: Automatically assists in determining eligibility for deductions such as medical expenses and communication costs
- Report Output: Outputs income, expenses, and deduction details in both charts and detailed lists
Benefits of Using the Tool
- Automates Time-Consuming Calculations: Simply maintain your household ledger and your tax filing data is automatically prepared
- Prevents Human Error: AI checks for calculation mistakes and missing entries
- Significantly Reduces Work Time: Cuts tax preparation time by up to 80%
- Familiar Excel Interface: No need to learn new software—works entirely within Excel
- Ideal for Tax Professionals & Freelancers: Perfect for organizing journal entries and creating a solid foundation for tax filing documents
How It Works
Step 1: Enter your usual household ledger data in Excel
Step 2: When tax season arrives, open the tool and fill in the required information
Step 3: AI automatically generates tax filing–ready data
Step 4: Upload the output data to e-Tax or another filing system to complete your tax return
Screen Preview
Note: The following images are for illustrative purposes only and may differ from the actual tool interface.
Pricing & Availability
- Delivery Format: Excel-based tool (downloadable)
- Supported Environment: Microsoft Excel 2019 / 2021 / Microsoft 365
- Price: Basic Plan — ¥9,800 (tax included)
- License: 1 user, valid for 1 year
Contact & Implementation Consultation
We also welcome inquiries such as “I’d like to try it with real household ledger data” or “I want to introduce tax filing automation within our organization.”
Please feel free to contact us using the form below.