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april uses revolutionary AI to enhance and improve tax filing, estimation and preparation by integrating into any app or platform, driving new user interactions

april | AI-driven, embedded tax software

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Taxpayers who work as a regular employee (hourly or salaried) usually file an IRS Form W-2.

I need to file a W-2

You’ll report any unemployment benefits you received on this year’s taxes.

I lost my job and get unemployment benefits

Supporting other dependents with housing, shelter, and other financial contributions can make you eligible for certain deductions or credits.

I have adult dependents

You’ll need to report if you have received $20k or had more than 200 transactions through a peer-to-peer payment app with your taxes.

I received $20k+ in a peer-to-peer payment app (CashApp, Venmo, etc.) 

You might be able to claim the EIC if you have low to moderate income. The amount of your credit may change if you have children, dependents, are disabled, or meet other criteria.

I might qualify for the Earned Income Credit 

If you receive Social Security Disability Insurance (SSDI), you’ll report that on your taxes.

I get disability benefits

You’ll need to report any unemployment benefits you received on this year’s taxes.

I get unemployment benefits

You’ll need to report any distributions from your 401(k) when you file your taxes this year.

I took money out of my 401(k)

Sale of or income from crypto might affect this year’s tax filing.

I sold cryptocurrency

Your tax filing might be affected if you bought and sold stocks and investments during this tax year.

I bought or sold stocks or investments

If you take out $10 or more from a retirement account, you’ll need to report it on your taxes.

I get income from retirement accounts

Receiving social security benefits might impact your taxes.

I get social security benefits

If you have student loans, there can be impacts on your taxes based on a few different factors.These factors include if you’ve been paying interest on your loans or if your loans have been forgiven.

I pay student loan interest

Enrolling and paying for secondary school might make you eligible for some credits — like the American Opportunity Credit or the Lifetime Learning Credit.

I am a full- or part-time secondary school student

Contributions to retirement plans for self-employed individuals might affect your taxes this year.

I made SEP/SIMPLE contributions

Some businesses might be eligible for the Qualified Business Income (QBI) deduction.

I own a business

Any winnings from the lottery or gambling must be reported with your tax filing.

I made money from gambling or the lottery

Self-employed taxpayers usually receive an IRS Form 1099 — which many tax softwares upcharge for. Not us. We support taxpayers who need to file Forms 1099-NEC, 1099-MISC, and 1099-K.

I need to file a 1099

You’ll report earned interest from savings or CDs when you file your taxes this year.

I earned interest from a savings account or CD

Retirement savings contributions and distributions are relevant to your tax outcome.

I contributed to a 401(k)

Pre-tax contributions and distributions must be reported when you file your taxes.

I contributed to a health savings account (HSA)

Supporting other dependents with housing, shelter, and other financial contributions can make you eligible for certain deductions or credits.

I have dependents that are not my children

Education credits — like the American Opportunity Credit or the Lifetime Learning Credit — are available for qualified education expenses.

Someone in my household is a secondary school student

Some IRS credits and deductions — such as the Child and Dependent Care Credit — are available to those who pay childcare expenses.

I pay childcare expenses

I am a parent/guardian

I work an hourly or salaried job

I work for myself/I’m a gig worker

I am a student

I am retired

I am unemployed

I made money in other ways

Other tax situations

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Blog

Our blog serves as your go-to source for tax insights. We combine tax updates with the latest in tax technology. This blog will enhance your understanding of taxes and the future of tax.

Your source of tax insights

Press

A collection of april's newsworthy moments and prominent features in the media; a showcase of our journey, innovation, and impact as covered by various news outlets.


april in the news

Chime® Offering Free and Easy In-App Tax Filing

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Just in time for tax season, Chime is offering its in-app tax filing pilot program for free¹ to even more members.

april sees strong demand for self-guided, mobile tax filing

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Findings from AI-powered tax-filing product april’s 2023 customer impact study suggest customers are receptive to a self-guided, mobile-first process. Among the benefits are substantial time savings, convenience, and maximized refunds.

april launches embedded tax estimator for Gusto clients | Banking Dive

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First-look at Gusto’s new tax withholding experience powered by april

<a href="https://esusurent.com/">Esusu</a>, the startup that helps renters build credit, has partnered with <a href="http://getapril.com">april</a>, the AI-powered tax software company, to simplify the tax-filing process and put more money back in the pockets of renters.
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Let's face it, tax time can be a headache. The average tax refund in the United States is around $3,167 (<a href="https://www.irs.gov/newsroom/filing-season-statistics-for-week-ending-dec-29-2023">according to the IRS</a>), a significant sum for renters who <a href="https://www.worthinsurance.com/post/homeowners-vs-renters-statistics#:~:text=While%20renters%20have%20a%20median,spend%20differs%20by%20over%2013%25.">on average make $30,000 less per year than homeowners</a>. However, until now, they&rsquo;ve had to navigate through the maze of expensive standalone tax software, often dealing with pesky upsells that can add unnecessary costs.
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Esusu has been a game-changer for renters by helping them manage their finances, build credit, and make informed financial decisions. Now, with the integration of april's IRS-authorized e-filing capabilities, Esusu users can file their taxes with ease and confidence. The first 1000 users to sign up for april through Esusu will be able to file their taxes for free. Anyone who signs up after that will be able to file for a flat fee of just $25 + applicable sales tax.
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What sets this partnership apart is the embedded tax filing experience. We understand that today's renters are on the move. Esusu is bringing a tax-filing experience that's mobile-optimized with features that cut down time to file, like smart document upload. No need to sit at a desktop computer for hours &ndash; now you can file your taxes from anywhere, right on your smartphone.
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Esusu and april share a commitment to empowering renters to maximize their returns and navigate the tax landscape efficiently. This partnership is about more than just a service; it's a testament to our shared dedication to enhancing the financial well-being of American taxpayers.
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"We&rsquo;re excited to give another financial superpower to renters,&rdquo; said Ben Borodach, CEO and Co-Founder of april. &ldquo;Thanks to the work Esusu is doing, renters are getting a better experience for key financial activities from building credit to filing taxes, and everything in between.&rdquo;
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So, this tax season, say goodbye to the frustration of complex software and upsells. With Esusu and april, you'll have a simple, affordable, and mobile-friendly solution that puts you in control of your finances. We're here to make tax time a breeze and help renters like you maximize your financial potential.
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Current Esusu customers can sign up for april through their Esusu Resident Portal account. Not yet using Esusu? Anyone <a href="https://home.esusurent.com/dashboard/marketplace&amp;utm_id=B2C&amp;utm_campaign=Resident_Portal&amp;utm_source=Website-&amp;utm_medium=lap-april-blog-post-020724">can create an account </a>and access april for tax filing beginning today!
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Offer open only to U.S. residents, 18+, Esusu Resident Portal users. Offer #1 (free use of April tax preparation and filing software; $10 Tremendous Gift Card) ends the earlier of 4/15/24 or when supply of 1,000 uses/gift cards expires. Offer #2 (reduced rate of $25 to use April tax preparation and filing software) begins after Offer #1 expires, and ends on 4/15/24. See <a href="http://www.esusu.com/apriltax" target="_blank" rel="noopener">Offer Terms &amp; Conditions</a> for full details. Sponsor: Esusu Inc., 215 W. 125th St., Ste. 410, NY, NY 10027.

Esusu embeds april’s tax filing to give renters more financial superpowers

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Esusu, the startup that helps renters build credit, has partnered with april, the AI-powered tax software company, to simplify the tax-filing process and put more money back in the pockets of renters.

<a href="https://bnine.com/">B9</a> already provides financial relief to tens of thousands of workers by enabling them to get their paychecks faster. Now they&rsquo;re making it possible to get tax refunds faster too. Powered by a partnership with <a href="http://getapril.com">april</a>, B9 has embedded april&rsquo;s AI-powered tax filing within their app.
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For many workers, tax refunds are the largest deposit they&rsquo;ll receive all year. <a href="https://www.irs.gov/newsroom/filing-season-statistics-for-week-ending-dec-29-2023">According to the IRS</a>, the average refund last year grew to $3,167. For workers living paycheck to paycheck, that money could make a meaningful impact earlier.
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But, like the paycheck advance industry before B9, filing has historically been costly and tedious. For example, for workers that must file federal and state returns with 1099 income, filing with leading platforms can easily cost over $100. And, with variable and opaque pricing, that cost may not be clear to workers until the final stages of filing, after they&rsquo;ve spent considerable time inputting their information.
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With B9, workers receive a <a style="background-color: transparent; color: rgb(0, 0, 0);" href="#maxrefund" target="_blank" rel="noopener noreferrer">maximum tax refund guarantee</a>&sup1; and pay a transparent and flat $30 to file. Live support is included at no additional cost. Not only that, but B9 users will be able to utilize the data they&rsquo;ve already shared within the app to file faster and more accurately, getting their refund sooner. april uses data imported and added to intelligently skip questions and save the user time, enabling an average time to file of just 40 minutes last year.
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"This is the future of inclusive banking,&rdquo; said Ben Borodach, CEO and Co-Founder of april. &ldquo;B9 made it possible for workers to easily and painlessly get early access to paychecks, and now they&rsquo;re doing the same for tax refunds.&rdquo;

Sprinting to financial relief: B9 combines faster paychecks with faster tax filing

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B9 already provides financial relief to tens of thousands of workers by enabling them to get their paychecks faster. Now they’re making it possible to get tax refunds faster too.

<a href="https://www.rainapp.com/">Rain&rsquo;s platform</a> enables employers to boost employee satisfaction and retention by making it easy to integrate with payroll and offer instant access to earned wages. Powered by a new partnership with <a href="https://getapril.com">april</a>, workforces using Rain can now also file their taxes quickly, easily, and accurately and completely free.
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Workers already using Rain can access their paychecks faster at no cost, avoiding costly overdraft fees and high-interest loans. Their app then provides budgeting tools and guidance to help workers achieve their financial goals.&nbsp;
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<a href="https://www.rainapp.com/us-blog/why-employers-rapidly-adopt-ewa">According to Rain</a>, 63% of Americans live paycheck to paycheck. For many such workers, tax refunds are the largest deposit they&rsquo;ll receive all year. <a href="https://www.irs.gov/newsroom/filing-season-statistics-for-week-ending-dec-29-2023">According to the IRS</a>, the average refund last year grew to $3,167. But filing has historically been costly and tedious, delaying access to the much-needed refund and costing taxpayers billions of dollars.
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Thanks to Rain&rsquo;s new partnership with april, workers can file their taxes within the app completely free, while getting a <a style="background-color: transparent; color: rgb(0, 0, 0);" href="#maxrefund" target="_blank" rel="noopener noreferrer">maximum tax refund guarantee</a>&sup1; and live support. Workers can utilize the data they&rsquo;ve already shared within Rain to file faster and more accurately, getting their refund sooner. april uses data imported and added to intelligently skip questions and save the user time, enabling an average time to file of just 40 minutes last year.
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For workers that must file federal and state returns with 1099 income, the partnership can save them more than $100 compared to other tax filing platforms.
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"We&rsquo;re excited to partner with Rain, an incredible platform for employers that want to take care of their workforces,&rdquo; said Ben Borodach, CEO and Co-Founder of april. &ldquo;Tax filing has long been a frustrating and costly thorn in the side of the working class. It&rsquo;s time to transform tax into a critical ingredient to their financial wellness instead.&rdquo;

With embedded tax filing, Rain expands its financial wellness platform for workforces

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Powered by a new partnership with april, workforces using Rain can now also file their taxes quickly, easily, and accurately and completely free.

Differentiate your offering by adding tax to your product suite

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Fintech

Build long-lasting multi-product relationships

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Financial services

Help employees take control of their finances

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Payroll & benefits

Increase deposits with embedded tax filing

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The Filer

360° financial profiles and cross-sell opportunities

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The Estimator

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The Optimizer

Retirement Daily posed a question to ChatGPT about the tax impact on Social Security benefits in relation to RMDs, passive, and active income. Unfortunately, an expert confirms that the well-loved chat bot isn’t so perfect.

ChatGPT vs. Expert: Impact of RMDs and Passive/Active Income on Social Security Taxes

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Social Security tax laws differ drastically across states. While federal taxes on Social Security are often inevitable, state taxes are avoidable depending on your location. Yes, there are ways to avoid taxes legally.

38 States That Don't Tax Social Security Benefits

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Property tax, an inevitable part of homeownership, can be a complex topic. Its value depends on the location and assessed value of the property, and can change over time. This unravels the somewhat mysterious nature of property tax.

Property Tax 101: What Homeowners Need to Know

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The IRS Dirty Dozen list is an annual compilation of the most common tax scams that taxpayers may encounter. As the tax season is in its last quarter, review the list to remain familiar with the tactics employed by scammers.

The Dirty Dozen represents the worst of the worst tax scams

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Less might not be more when it comes to your taxes, as smaller refunds this year are suggested to be due to the expiration of pandemic relief measures.

The IRS has issued nearly 54 million tax refunds. Here’s the average payment

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The Supreme Court upheld the state of Washington's decision regarding the capital gains tax, which could generate $1 billion in revenue. This revenue will reportedly be used to fund education in Washington state.

Controversial Capital Gains Tax Upheld in Washington

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Texas is proposing a new, uncapped tax credit program for big-budget film and TV productions, aimed at offering up to 42.5% incentives for eligible projects. Compensation for talent will also&nbsp;

Hollywood in Texas? This Bill Could Make That Happen as Southern States Fight for Productions

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The burden of the IRS audits disproportionately falls on lower-income families, with households making less than $25,000.&nbsp;

IRS tax audits ‘target and burden lower-income families,’ say tax experts

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The "Everybody Wins" gift bags from the Oscars are valued at $126,000 this year. I don’t know about everyone, but California is definitely winning.&nbsp;

Oscars ‘Free’ Gifts Draw $46k Tax Bill From IRS + $16k From 

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With an uptick in filing numbers and improvements in processing times, you could receive your refund sooner than expected. That's pretty good, considering filing numbers are up and refund numbers are down.

Increasingly more Americans are turning to TikTok creators for financial, tax advice

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New IRS Data Shows Tax Filings Remain Healthy, But Average Tax Refunds Down 14%

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Do you hear that sound? It's the sweet sound of progress, as the IRS unveils a new way to make our lives a little easier!&nbsp;

IRS unveils option allowing online responses to 9 of its notices.‘A step in the right direction,’ says tax pro

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It’s tax filing season, and it’s a busy time of the year for scammers.&nbsp;In addition to making sure you fill out your tax forms correctly, make sure you file early to minimize the chance of someone filing on your behalf.&nbsp;

With fraud on the rise, experts urge taxpayers to file their tax returns early

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There is a plan to get rid of our current tax code entirely. There would be no more income, payroll, estate, or corporate taxes. It sounds like a dream until you realize the alternative is to have a 30% sales tax on everything.

Key Republicans oppose House GOP bill to abolish tax code

Did you know if you lost money in the markets last year and held that money in a taxable account, you're generating a larger tax bill?&nbsp;