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v1.26

Manage your subscription, tax facts from your files

Manage a software subscription in Settings. Preliminary analysis uses uploaded tax facts and distinguishes potential savings from spending totals.

SettingsOnboardingDocumentsTracks

Now you can

  • A Subscription tab in Settings to update payment or cancel
  • Preliminary analysis reads tax facts from your uploaded 1040 and W-2s
  • Savings findings show what you would gain, not spending totals
  • Generic tracks can research the web and cite sources

New

  • Settings includes a Subscription tab for self-serve plans: see your plan, next bill, update the payment method, or cancel
  • Generic tracks can look up current public information and show the sources they used

Updates

  • Preliminary analysis uses filing status, resident state, and wages from an uploaded 1040 or W-2 when those aren't in Settings yet

Bug fixes

  • What you could save reports the potential saving for each finding. Childcare shows the estimated tax benefit rather than total spending

Tax and financial planning in one place