Understand the numbers behind your next decision.
Bring income, records and profile assumptions into a tax-planning view. An estimate is most useful when you can see what went into it and update the information as your year changes.
For People planning ahead, from salaried workers to sole traders.
The inputs matter as much as the answer
A useful estimate starts with the right country, reporting year and employment situation. Salary, business income and investment income may have different treatments. Check whether figures represent a full year or only part of one, and keep tax already withheld separate from your income. An incomplete profile can produce a precise-looking number with incomplete assumptions.
Use records to improve the picture
TaxBot’s tax-estimate workspace brings recorded information into a planning view. Review the underlying receipts, income and expense records before relying on the total. A work-use allocation is not necessarily an allowable deduction, and a deduction is not a dollar-for-dollar refund. Changes in income, withholding and eligibility can all change the eventual result.
Plan a conversation, not an automatic filing
Use an estimate to identify missing information and prepare questions for a qualified adviser. A contractor may want to understand the effect of a stronger quarter; an employee may want to reconcile withholding with other income. The public example below deliberately shows only simple income-minus-cost arithmetic. Use the country-specific tax calculators for their stated assumptions and the signed-in workspace for your records.
Before you begin
- Country and reporting year
- Income from each relevant source
- Tax already withheld or paid
- Reviewed expense records and assumptions
Estimates are not lodged returns or personalised advice. Country coverage, credits, levies, offsets and individual circumstances affect the result.
Everyday examples
A salaried employee
Checks that annual income and withholding cover the same period before comparing an estimate.
A self-employed consultant
Updates recorded income after a large project and reviews upcoming obligations with an adviser.
A family with investments
Collects salary and investment statements before drawing conclusions from a single figure.
Understand the starting figures
This is arithmetic only, not taxable income, tax due or a refund. No tax rates or eligibility rules are applied. Enable JavaScript to change the example figures.
Questions
Is the estimate my refund?
No. A refund also depends on withholding, payments, credits and the final assessed position. An estimated tax amount and a refund are different figures.
Can I try a calculator without signing in?
Yes. The public tax calculator hub offers country and occupation examples with their own stated assumptions.