Real-time visibility into income, deductions, and estimated taxes. No more guessing.
The AlphaTax Dashboard is your command center for tax planning. See your year-to-date income, total deductions, estimated tax liability, and quarterly payment status—all updating in real-time. Know exactly where you stand at any moment, identify optimization opportunities, and make informed financial decisions.
Income, expenses, and other data you track feeds into the dashboard automatically.
Tax liability, effective rate, and quarterly estimates update as your data changes.
Charts and graphs show trends, category breakdowns, and year-over-year comparisons.
Dashboard highlights upcoming deadlines, optimization opportunities, and alerts.
Real-time tax liability estimate based on your actual data, not guesses.
See total deductions by category and identify areas for improvement.
Track payments made and see what's due next with deadline reminders.
Compare current year to previous years to spot trends and changes.
See how different users benefit from this feature.
“Quick Sunday evening financial check-in”
Dashboard shows $45K income, $12K deductions, $8K estimated taxes—on track for the year.
“Wondering if new computer will push into lower tax bracket”
Dashboard shows impact of $3K equipment purchase on tax liability instantly.
“December review before year closes”
Dashboard highlights $2K retirement contribution opportunity to reduce taxes.
| Alternative | Limitation | AlphaTax Advantage |
|---|---|---|
| Waiting Until Tax Time | Surprises, missed opportunities, stress | Year-round visibility means no surprises and time to optimize |
| Spreadsheet Tracking | Manual updates, no real-time calculations | Automatic updates and calculations as you add data |
| Multiple Apps | Scattered data, incomplete picture | Everything in one place with unified tax calculations |
Start your 7-day free trial and get access to all features, including Tax Dashboard.