Tax Management Guide

Step-by-Step Guide

1. Navigate to Taxes > Tax Calendar
2. View upcoming tax deadlines and due dates
3. Set up custom tax deadlines for your business
4. Configure reminder notifications for each deadline
5. Track payment status and completion dates
6. Monitor quarterly and annual tax obligations
7. Set up recurring tax payment reminders

Pro Tips

• Set reminders 30 days before each deadline
• Use color coding for different tax types
• Include both federal and state tax deadlines
• Track estimated tax payment dates

Step-by-Step Guide

1. Mark expenses as tax deductible when adding
2. Use tax specific categories (Business, Home Office, etc.)
3. Set up automatic deduction calculations
4. Track deduction limits and thresholds
5. Generate deduction summary reports
6. Monitor deduction progress throughout the year
7. Export deduction data for tax preparation

Pro Tips

• Keep detailed records of all deductible expenses
• Use specific categories for different deduction types
• Track mileage and business use percentages
• Document business purpose for all deductions

Step-by-Step Guide

1. Go to Taxes > Reports section
2. Select report type (Income, Deductions, Summary)
3. Choose date range and tax year
4. Filter by category or deduction type
5. Generate comprehensive tax reports
6. Export reports in PDF or Excel format
7. Save reports for future reference
8. Share reports with your accountant

Pro Tips

• Generate monthly reports for regular review
• Compare year over year tax data
• Export reports in multiple formats
• Keep backup copies of all tax reports

Step-by-Step Guide

1. Navigate to Taxes > Notifications
2. Configure notification preferences and frequency
3. Set up email and in-app reminders
4. Choose reminder timing (7, 14, 30 days before)
5. Customize notification messages
6. Set up recurring tax payment reminders
7. Configure emergency deadline alerts
8. Test notification system

Pro Tips

• Set multiple reminder intervals for important deadlines
• Use different notification methods for critical dates
• Review notification settings quarterly
• Keep contact information updated