Tax Set
SmallFinance · Freelancers, small businesses
Estimates the tax to set aside from income so tax day is never a surprise.
Built in this build
- Income/expense entry and tax estimate
- Tax reserve tracking
- Tax rates and periods
- Reserve target
- Suggests the amount to set aside from income trends
- Computes the reserve share on each income entry
- Estimated tax and reserve shortfall
Vision (needs external services)
- Filing-period reminder
- Calendar reminders
The build delivers the entire scope above as one coherent application. Items in the vision column require real external services (payments, messaging, integrations) and are not part of this version.
Customer features
- Income/expense entry and tax estimate
- Tax reserve tracking
- Filing-period reminder
Admin modules
- Tax rates and periods
- Reserve target
AI capabilities
- Suggests the amount to set aside from income trends
Automations
- Computes the reserve share on each income entry
Analytics & reports
- Estimated tax and reserve shortfall
Integrations
- Calendar reminders
Mobile
- Enter income, see tax to set aside
Roles & permissions
- Owner
- Accounts
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