Tax Bundle — one-time purchase
The Tax Bundle is a $10 one-time purchase that unlocks Form 8889 export for a single tax year. It's designed for people who track expenses some other way (a spreadsheet, an HSA card statement) and just need help generating the IRS paperwork.
Who it's for
- People who only want help at tax time
- Free-plan users who don't need bank sync or AI scanning year-round
- Anyone catching up on past tax years
How to buy
- Go to Tax Documents from the account menu.
- Pick the tax year you want (2023, 2024, 2025, etc.).
- Click Buy this year's bundle ($10).
- Stripe Checkout opens — enter your card and confirm.
- The bundle unlocks for that year. Click Download to grab the ZIP.
What you get
- Form 8889 worksheet — Lines 14a, 15, and supporting calculations
- Itemized expense ledger (CSV)
- ZIP of every receipt for that year
- Audit-ready PDF with the full record
What's not included
- AI receipt scanning, bank sync, EOB Parser, bulk upload, or any other Premium-only feature. The Tax Bundle is just the export for that one year.
Re-downloading
Once you've purchased a year's bundle, you can re-download it as many times as you want. Just go back to Tax Documents, pick the same year, and click Download again. The purchase doesn't expire.
Buying multiple years
Each year is a separate $10 purchase. If you need bundles for 2023, 2024, and 2025, that's $30 total.
If you find yourself buying multiple years, Premium becomes the better deal — at $50/year, Premium includes every tax year forever. Two bundles ≈ four months of Premium.
Bundle vs. Premium — quick math
Scenario | Cheaper option |
|---|---|
One tax year, one time | Tax Bundle ($10) |
Two tax years | Tax Bundle x2 ($20) |
Three or more tax years | Premium ($50/yr) |
Want AI scanning + bank sync year-round | Premium |
Refunds
Same 30-day no-questions refund as Premium. Reach out via Help & Support.
Updated on: 05/06/2026
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