Formerly Cash Basis AI

What-if scenarios

Try a bigger expense or a different income for the year and see how your tax estimate and quarterly payments would change. Nothing is saved.

Try an extra expense

Under What-If Scenarios on the Taxes page, tap an expense, such as +$5K Equipment or +$2K Software, or choose Custom and enter your own amount. Tap more than one to add them up.

Potential savings shows how much less tax you would owe. The quarterly payments show What-if applied while a scenario is on. Tap the expense again to take it off. Nothing changes in your books, and marking a quarter paid always uses your real estimate.

Try a different income

Choose Project a different income, then Open, on the Taxes page (on a phone browser, What-If Scenarios). Drag Project Your Income to raise or lower your full-year profit. Estimated Tax shows the new total and how it compares with your current estimate, and Adjusted Quarterly Payments shows what each payment would be.

Projecting a different income is on Co-Pilot and Command. Trying extra expenses on the Taxes page is on every plan.

In the phone app

Open the Taxes tab and choose What-If Scenarios. It works the same way as on the web.