What you will owe, from the books you already keep
Stop finding out what you owe in April.
Included in: Pro and above
An estimate of what you will owe, and where the deductions are, built from your own books.
Your entity, your brackets
The estimate follows your entity type, current-year brackets, self-employment tax and state — not a flat percentage.
Reads your actual books
Income, expenses and margins come from your ledger, so the number moves as the year does.
Points at the deductions
Signals where deductions are sitting unclaimed, in the categories you are already using.
How it works
- 1
Keep your books current
Insights read your ledger, so the estimate is only as current as your categorization.
- 2
Open Tax Insights
Your entity type, income, expenses and margins are read and the estimate is built.
- 3
Act before year end
Deduction signals and the running estimate are useful in October in a way they are not in April.
AI Tax Insights questions
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No credit card required. Bring your existing books with you — imports never count against your plan.