The Ultimate Tax Prep Organization Hub
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The Ultimate Tax Prep Organization Hub

Tax Dashboard

Visualize your taxes over time and identify important trends.
First time here? Get started in 3 easy steps...
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Clear the sample data throughout the doc →
Move this page (
) to the top of the page list on the left so it’s the first thing you see when you open the doc. Consider it your new “tax home page” 🏠.

Each year, input key data points from your completed 1040 tax return into the
table below. Then, visualize your tax profile over time to identify ways to lower your tax bill in the
future.

Completed Tax Returns
3
Year
Completed tax return
Total income (Line 9)
Deductions (Line 12)
Taxable income (Line 15)
Taxes owed (Line 16)
Refund (Line 34)
Effective tax rate
1
2018
Sample 1040.jpeg
Sample 1040.jpeg
$20,000.00
$5,400.00
$14,600.00
$3,800.00
$1,200.00
26.0%
2
2019
Sample 1040.jpeg
Sample 1040.jpeg
$50,000.00
$18,000.00
$32,000.00
$10,000.00
$2,300.00
31.3%
3
2020
Sample 1040.jpeg
Sample 1040.jpeg
$146,000.00
$48,000.00
$98,000.00
$35,000.00
-$1,000.00
35.7%
4
2021
There are no rows in this table

Tax profile over time
3
Created with Highcharts 9.3.1YearTotal income (Line 9)Deductions (Line 12)Taxable income (Line 15)Taxes owed (Line 16)Refund (Line 34)201820192020-50k050k100k150k200k

Refunds over time
3
Created with Highcharts 9.3.1YearRefund (Line 34)RefundPayment201820192020-2k-1k01k2k3k
Effective tax rate over time
3
Created with Highcharts 9.3.1YearEffective tax rate2018201920200.250.2750.30.3250.350.375


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