FeaturesTax reserve

Owner planning

07 / 17

See what profit is really yours.

Estimate a tax reserve from business profit, filing status, state, and other household income, then keep it visible beside operating profit on the dashboard.

01Federal income tax estimate

02Self-employment tax estimate

03State income tax estimate

In the real world$4,180 set aside this period instead of discovering the tax bill later.
Built into the operation

Everything you need for this part of the books.

Built from the actual Autopilot Books workflow—not a future roadmap or a generic accounting checklist.

  • 01Federal income tax estimate
  • 02Self-employment tax estimate
  • 03State income tax estimate
  • 04Dashboard reserve and after-tax view
From signal to action

How it fits into the workday

Three steps, in the order an operator actually uses them.

  1. 1

    Set the tax profile

    Choose state, filing status, and relevant other household income.

  2. 2

    Estimate from profit

    Books applies the selected tax-year rules to the operating result in view.

  3. 3

    Reserve as you go

    Keep the estimate visible without changing the underlying operating P&L.

Decision-grade detail

Built for review, not cleanup.

The useful detail stays close to the decision, with exceptions visible and source context intact.

Marginal-rate aware

Other household income helps place business profit into a more realistic bracket instead of applying one flat percentage.

State-aware estimates

The profile accounts for supported state income-tax treatment, including states without individual income tax.

Planning, clearly labeled

The interface explains that this is a reserve estimate rather than filing advice.

Keep following the money

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