Understanding Your Annual Tax Overview

The Annual Tax Overview tab (under Reports) gives you a year-level view of your tax picture, using a year picker instead of a date range.

It includes:

• Annual summary — your total gross income, estimated tax, and net income for the year.
• Estimated Tax Summary — shows what's been withheld through payroll, what you've logged as paid, and what's still estimated as owed, broken down by federal, state, and local. If you don't owe anything for the year, that breakdown won't display — there's nothing to show.
• Quarterly Tax Tracker — your estimated tax obligation by quarter.
• Tax payments breakdown — a log of everything you've recorded as paid.

This tab pulls in income from every source you have, so it reflects your full tax picture — not just one job.