Simple rule for now
Set aside money as income arrives. Even a rough planning percentage can be more useful than waiting until the tax return is due.
Tax reserve estimate
A rough planning tool for building a tax set-aside habit in your first year. It gives a planning estimate based on your inputs, not a final tax calculation.
SelfYear • Tax reserve estimate
Estimate what you may want to set aside for tax.
A calm planning tool that helps you build a rough tax reserve based on your current figures for the tax year.
Enter your details
Use the total income for the selected tax year. This is a planning estimate only.
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Choose the year you want this estimate to apply to.
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Use the mode that best matches the figures you have.
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Before expenses, for the selected tax year.
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Add this only if it applies to you.
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Optional. Leave as zero if you only want a simple income-based estimate.
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Optional. Use this to compare your current set-aside with the estimate.
Inside the dashboard
- Projected annual income from entered records.
- Rough reserve estimate from shared planning logic.
- Monthly reminder to review your set-aside.