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Tax Year Settings

Weekly Income Calculator

Enter your average weekly income and select your filing status, number of dependents and state to estimate how much to set aside for federal, state and self‑employment taxes. The calculation uses the federal tax brackets and standard deductions for the selected year (default 2026) and a self‑employment tax rate of 15.3 % up to the Social Security wage base【577365953425118†L62-L81】. State rates are approximate top marginal rates【765835989670110†L250-L260】.

Annual Income Calculator

Enter your total income for the year and select your filing status, number of dependents and state to estimate how much tax you should set aside for the entire year. This uses the same federal, self‑employment and state tax assumptions as the weekly calculator (the federal brackets and deductions reflect the selected tax year).

W‑2 Income Calculator

Use this form if you receive a W‑2 and taxes are already withheld from your pay. Enter your total wages and the amount of tax withheld to estimate whether you’ll owe additional tax or receive a refund at year‑end. This tool uses the same federal and state assumptions as the self‑employment calculators but excludes self‑employment tax.

Profiles

Create separate profiles to track different gigs, businesses or individuals. Each profile stores income, expenses, mileage and custom industry details.

Existing Profiles

    Expenses

    Record your deductible expenses here. Keeping good records can reduce your taxable income. Examples include supplies, software, phone bills and business meals.

    Recorded Expenses

    Date Category Description Amount ($)

    Import Bank or Card CSV

    Upload a CSV file from your bank or credit card. Only money‑out transactions will be imported.

    Mileage & Vehicle Expenses

    You can deduct automobile costs by either using the IRS standard mileage rate (72.5 cents per mile for business in 2026【117663691728861†L92-L100】) or by tracking actual vehicle expenses. Use whichever method gives you a higher deduction. Once you pick a method, you generally must stick with it for the life of the vehicle.

    Mileage & Vehicle Expense Records

    Date Method Miles Actual Expense ($) Deduction ($)

    Reports

    View a summary of your income, taxes, expenses and mileage deductions for your selected profile. Click the print button for a printer‑friendly version you can share with your accountant.

    Quarterly Tax Reminders & Filing Guide

    Freelancers and self‑employed individuals may need to pay estimated taxes four times a year. The IRS estimated tax payment schedule for 2026 is summarized below【786975947638758†L323-L353】. If you pay the full year’s estimated tax by the first‑quarter deadline, you can skip the remaining quarterly payments【786975947638758†L364-L368】. If you file your prior‑year return and pay any balance due by January 31, you can avoid the January 15 payment for the previous tax year【786975947638758†L364-L368】.

    Payment Period2026 Due DateIncome Covered
    1st QuarterApril 15, 2026Income from Jan 1 – Mar 31
    2nd QuarterJune 15, 2026Income from Apr 1 – May 31
    3rd QuarterSeptember 15, 2026Income from Jun 1 – Aug 31
    4th QuarterJanuary 15, 2027Income from Sep 1 – Dec 31

    Budget Calculator

    Use this simple budget calculator to see how your monthly income covers your bills and discretionary spending. Enter your monthly income and expenses to compute your surplus or deficit.

    Paycheck Breakdown

    Split your paycheck the smart way by allocating percentages for bills, everyday spending and savings or debt. Adjust the percentages as needed; they must sum to 100 %. Enter your paycheck amount and choose how to split it.