AI loses ground to pros as taxpayers rethink their tax filing, survey finds
February 25, 2026
Fewer taxpayers say they would consider trusting artificial intelligence (AI) over hiring a tax professional to file their taxes this year compared with 2025, according to the second annual U.S. Tax Filing Report by an invoice automation company.
In 2026, 37% of respondents said they would consider trusting AI over hiring a tax professional, according to the survey conducted for Invoice Home. In 2025, the percentage of taxpayers who trusted AI for tax filing was 43%, the survey said.
While acceptance of AI varies by generation, the level of comfort dropped in all groups in one year with 40% of Gen X saying yes (43% in 2025), 50% of Millennials (54%), 46% of Gen Z (49%), 24% of Baby Boomers (25%), and 15% of the Silent Generation (18%).
The survey covers taxpayers’ perception of filing returns this year, including their lack of confidence in doing the task and the financial strain. See more findings.
