Tax planning

Want to plan taxes so year-end isn’t a shock — enter income, expenses, and deductions, then review the picture with Boe.

What Boe helps with here

• Record income, expenses, deductions, and tax credits
• Supports tax-exempt items and category breakdowns
• Calculates caps and amounts you can actually use
• See tax due, net tax, and tax rate

How to use

1. Choose the tax year you want to plan
2. Add items and pick the correct type
3. Enter amount, cap, and category
4. Check the tax summary and usable caps
5. Save so you can review later