Upward: Save More Money 2.1.1

Tax Clarity for Multi-Earners

• Save more income from freelancing, jobs, and investments
• Receive federal, state, and local tax estimates and factor in tax payments you've already made, including paycheck withholdings

Track Your Taxed Income

• Obtain precise tax estimates by accounting for all forms of income
• Include income from self-employment, jobs, and investment sources such as interest, dividends, and capital gains/losses (including crypto)

Maximize Your Tax Deductions

• Discover write-offs and benefit from a deductible retirement account
• Leverage specific tax advantages for freelancers like Home Office deductions and SEP IRA contributions
• Upward automatically computes Self-Employment Tax and Qualified Business Income deductions based on your self-employment revenue

Know Your Taxes Owed

• Comprehend when and how much to remit for federal and state (including local) taxes
• We assist you in timely payments to evade expensive late penalties and ensure you avoid interest-free loans to the government

Connect Banks and Credit Cards

• Prevent overlooking any transactions and delegate the task to us
• We will import, categorize your transactions, and forecast those that are tax-related (income, deductions, or tax payments made)

Search and Mark Transactions in Bulk

• Easily organize your imported transactions efficiently
• Categorize transactions as income, deductions, tax payments, or personal expenses to see your real-time tax estimates update

Filter Transactions with Ease

• Create custom list views offering various perspectives
• Filter by category, mark status, or predicted tax relevance to enhance your transaction management

Set Rules and Go on Auto-Pilot

• We will automatically categorize incoming transactions for you
• Witness your income, deductions, and tax estimates update upon your return

Set a SEP IRA Goal and Save Money

• Reduce your tax burden while enjoying tax-free retirement investing with a SEP IRA contribution limit set at up to $66,000 in the year 2023.

Be More Accurate with Tax Planning

• Stay informed on the exact amounts due as results are constantly updated.
• Determine if you have underpaid or overpaid at any given point throughout the year.

We are a dedicated team committed to product enhancement. For any feedback, inquiries, or issues:

[email protected]