Federal return workspace
A year view covering W-2 income, other income, Schedule C, trading, taxable income, total tax, and amount owed.
W-2Schedule C4797
TAX EDITION
Tax
BudgetR Tax
Run your tax year like a workspace, not a deadline.
Plan income, Schedule C activity, deductions, NOL carryforwards, trading summaries, and recorded tax payments with explicit projection authority and JSON or CSV export.
workflow / Tax workspace · project 2026
→ projected rules labeled · diagnostics ready · CSV export available
price
$19.99 / month
Annual: $159 / year
Includes Personal; trial starts after account approval.
who it is for
Built for tax years that consumer prep software flattens.
Both W-2 and 1099 income
Schedule C business activity alongside employment
Active trading with or without MTM election
NOL carryforwards from prior tax years
Quarterly payments and withholding that need year-round comparison
Manual and mirrored inputs that need a documented review trail
tax workspace modules
Source-tagged tax planning before April arrives.
Authority tagging
The preview reports whether a year is filed, manually complete, mixed, or mirror-only so the strength of the projection is explicit.
filedmanual completemixedmirror only
Error and warning system
Validation separates blocking errors from planning warnings and flags missing inputs, NOL limits, and projected-rule assumptions.
missing inputsNOL limitprojected rules
NOL carryforward management
Track current-year generation, prior-year usage, remaining balance, and the post-2017 80 percent limitation.
current yearappliedremaining
Payment planning
Record withholding and manual payments, then compare them with projected federal and state liability by year.
withholdingpaymentsremaining due
CPA export
Export the computed return package as JSON or line-item CSV for review and downstream handoff.
JSONCSVline items
4 MODES
filed · manual complete · mixed · mirror only
JSON + CSV
current review export formats
2024 / 2025
published tax-rule years
guardrails
- BudgetR Tax does not file returns, e-file, or generate paper returns.
- BudgetR Tax computes and organizes; it does not give tax advice.
- Gift, estate, trust, and non-US tax are not in scope.
- Years after 2025 are projections using the latest supported rule set and are labeled accordingly.
- Payment execution remains manual unless a future workflow explicitly adds confirmed payment actions.
how to start
- 01Request Tax access and wait for account approval.
- 02Open the Tax workspace and select the current year.
- 03Enter prior-year carryforward and business inputs that are not mirrored from the core app.
- 04Review trading summaries if applicable.
- 05Resolve diagnostics before exporting JSON or CSV.
pricing
$19.99 / month
Annual: $159 / year
- - Includes the full BudgetR Personal feature set.
- - The trial begins only after the account is approved.
- - Computed outputs require review and do not replace professional judgment.