Questions about Gift.tax

A guide and workspace for gifts to family and friends: plain-language answers grounded in IRS sources, a free 2026 gift check, and a Gift Ledger to keep records by recipient and year.

No. Gift.tax is educational and organizational. It never tells you whether you owe tax or must file. For decisions, work with a CPA, enrolled agent, or attorney — Gift.tax can prepare your records for their review.

Anyone giving money or property to people they care about — first-time givers, families planning year-end gifts, and the advisors who support them.

Not yet in depth. Personal gifts and charitable giving are taxed differently; today Gift.tax focuses on personal gifts and the federal gift tax.

From official IRS text — instructions, publications, and forms. Each answer links its source. If the source doesn't state something, the guide says so rather than guess.

It means two automated checks passed: one compares the answer with its IRS sources, and another checks safety and scope. It is not professional review or individualized tax advice. An answer that does not pass both checks is labeled ‘AI review pending.’

No. A professional review can confirm a specific answer within a stated scope and date, but the information remains general and laws and personal facts can change. Individual advice requires your own professional engagement.

No. Voice conversations are configured not to record audio, with zero-day retention at the voice provider. Voice notes you dictate into the text box are transcribed and then discarded.

No. Answers and the free check work without one. A free account lets you save checks and keep a Gift Ledger.

They're read once to extract text, which you review before sending. The original file is never stored.

Only you — unless you invite an advisor and choose exactly what they can view. Advisors can view only, never edit, and you can stop sharing at any time.

Answers, the free gift check, a free account, and the basic Gift Ledger.

The $49 Gift Organizer adds a downloadable accountant packet for one donor and tax year. Gift.tax Plus ($149/year) adds full history, planning, and reminders — some Plus features are still being built and are labeled planned.

Software fees are refundable within 14 days of your first purchase.

Never. Pricing is flat. Professional introductions are optional and any referral compensation is disclosed.