Using the Tax Buffer Dashboard (Pro)

Last updated: 15 May 2026

To use the Tax Buffer, go to the Tax Buffer Dashboard and enter your estimated tax percentage so it can automatically calculate how much money you should save from your paid invoices. This dashboard ensures you never get caught out by tax time again by estimating what you should be putting aside.

How to use the buffer:

1. Go to the Tax Buffer Dashboard (Pro users only).
2. Enter your estimated tax percentage.
3. The dashboard will analyse your paid invoices and automatically calculate how much money you should have sitting in your tax savings account.

Best Practices for Managing Tax Savings

To maximise your savings and avoid unexpected tax burdens, consider these strategies:

• Setting Aside Funds: Get into the habit of transferring the estimated tax amount to a separate savings account immediately after every invoice is paid. This prevents you from accidentally spending your tax buffer.
• Tracking Expenses: Remember that your final tax liability is based on your profit, not just your revenue. Keep meticulous records of all business expenses (like software subscriptions, equipment, and travel). As your deductible expenses grow, your actual tax liability may be lower than the buffer's estimate.