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Know what you'll owe before tax day arrives.

See an estimate of your quarterly tax liability based on the income and expenses you've already logged. Federal income tax and self-employment tax are calculated automatically — so you can set aside the right amount and avoid surprises.

What you get

Auto-Calculated

Estimates update as you log transactions — no manual spreadsheet math required.

Federal Tax Brackets

Uses current US federal tax brackets to estimate your income tax liability.

Self-Employment Tax

Includes Social Security and Medicare (SE tax) calculations for sole proprietors and freelancers.

Quarterly Breakdown

See estimated quarterly payment amounts so you can plan cash flow around IRS deadlines.

Year-to-Date View

Track your tax position across the full year with running income and deduction totals.

Planning Only

Clear disclaimer — estimates are for planning only. Always confirm with your accountant.

How it works

1

Log income and expenses

Your transactions feed directly into the tax calculator. No extra data entry needed.

2

Open the Tax Calculator

See estimated federal income tax and self-employment tax based on your real numbers.

3

Plan your quarterly payments

Use the breakdown to set aside the right amount before each IRS deadline.

4

Share with your accountant

Your accountant can review the estimates through their read-only seat on the Business plan.

Your data & privacy

Tax estimates are calculated entirely from the transactions you've logged in the app. No data is sent to the IRS or any tax authority. This is a planning tool — not a tax filing service and not tax advice. Always consult a qualified tax professional for actual filings.

Plan availability

Tax estimates are a Business plan feature. This is a planning tool — not tax advice. Always confirm with a qualified tax professional before filing.

Why it matters

No more surprise tax bills at filing time

Plan quarterly estimated payments with confidence

Based on your real income and expense data

Self-employment tax is included automatically

Saves prep time for you and your accountant

Tax Estimates FAQ

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