Step 1 · Enter figures
Each line can be included or excluded from the preview. Payroll tax is estimated at 7.5% of W-2 when W-2 is included.
All income recognized for the year.
Company-side 401(k) match or employer contribution to SEP/Solo 401(k).
Home office deduction.
Mileage or actual expenses.
Software, travel, meals, and everything else.
Reasonable compensation reported on W-2. Employee retirement and healthcare below are keyed off this W-2 block.
Amounts of W-2 salary: deferrals from payroll (elective deferrals, etc.).
Premiums and contributions of W-2 compensation, typically run through payroll.
Shown on the preview as 7.5% × W-2 salary when W-2 is included. Not editable here.
Updates when W-2 amount or its include checkbox changes.
Prototype · Page 1 of 2