Tax planning & projection softwareKeep tax season in view, all year.
Bring income, business activity, deductions and payments together. Review your federal tax estimate and export the details for your CPA.
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Federal estimate
Ready for a closer look.
Income
W-2 and business records
Deductions
One input needs review
Payments
Withholding and estimates
Review the inputs. Export the details for your CPA.
From scattered inputs to a reviewable estimate.
Your federal tax picture
Review W-2 income, business activity, trading, deductions and payments in a workspace organized by tax year.
Know what's behind the number
Distinguish filed records, completed manual inputs and data copied from elsewhere in BudgetR. See blocking errors, missing inputs and planning warnings before using an estimate.
Carry losses forward
Track net operating losses, prior-year use and remaining carryforwards, including the post-2017 80 percent limitation.
Keep payments in the picture
Record withholding and estimated payments, then compare them with projected liability by year.
Ready for professional review
Export the computed package as JSON or line-item CSV. Keep your source records and assumptions alongside the estimate.
BudgetR Tax
$19.99/mo
or $159/yr
Includes Personal, with a dedicated workspace for tax planning.
Paid subscriptions are not open for this plan yet. 14-day trial.
Before you start
- BudgetR Tax does not file returns, e-file or give tax advice. Estimates require review and do not replace professional judgment.
- Gift, estate, trust and non-US tax are not in scope.
- Wash-sale, lot-level and Section 1256 detail are not fully modeled; broker records remain authoritative.
- Years after 2026 are projections using the latest supported rule set and are labeled accordingly.
- Tax payments are recorded manually; BudgetR does not execute them.
- Includes Personal. Tax access is individual; household membership does not grant it.