Your Name

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Q1

Q2

Q3

Q4

Year Total

Add Entry

Date

Amount ($)

Payer

Add Payment

Amount Paid ($)

Payment Date

Settings

Filer Name

Tax Year

Federal

Ordinary Income (%)

Default for ordinary-type categories

Long-Term / Qualified Rate (%)

Long-Term Capital Gain or Qualified Dividends

State

State Name

State Rate (%)

Enter 0 for no state tax

Data Backup

Export backup

Download current data as a .json file.

Restore from backup

Replaces all current data.

Saved payers appear as autocomplete suggestions when adding entries.

Payer Name

Default Label

Default Category

Set tax treatment per category.

Category Name

Tax Treatment

Custom Federal Rate (%)

Custom State Rate (%)

Saved labels appear as autocomplete suggestions in the Label field.

Label

Unlock Quarter

Type unlock to confirm and re-enable editing for this quarter.

Export PDF

Import from Spreadsheet

Copy and paste a full table of data without headers.

What is this column?

Unrecognized Category

Match to an existing category, or define tax rates

Federal Rate (%)

State Rate (%)