The employment verification in use asks for the year-to-date (YTD) total. Year to Date (YTD) Template. Ltd has a total revenue of $100,000 and a total expense of $45,800.Net Income of the MILO Pvt. It is commonly used in accountingAccountingAccounting is a term that describes the process of consolidating financial information to make it clear and understandable for all and financeFinanceCFI's Finance Articles are designed as self-study guides to learn important finance concepts online at your own pace. It doesn’t account for every single deduction there is, that’s what I have my CPA for, but it’s good enough to give a decent estimate. If you’d like to support me, please use my links or buy me coffee. $77,400 $165,000 $8,907 + 22% of the amount over $77,400 The YTD formula can be applied to any situation in which an individual wants to measure the change in value from the beginning of the year to a specified date. It may seem intimidating to estimate your taxes before you file your return. Follow the steps below to use the year to date income calculator: Find your most recent payslip and your group certificate from the most recent financial year. Once the first Monday is calculated, then finding the payday dates for each pay period is simple. Excel will resolve this to 720, then feed that into EDATE for months. $315,000 $400,000 $64,179 + 32% of the amount over $315,000 But I found it to be reliable enough to give me a rough projection. AGI or Adjusted Gross Income Calculator helps you calculate define your tax bracket as well as your tax liability. This Year to Date (YTD) template will guide you on how to calculate the year to date return on a portfolio or a stock for different end dates. The following formula is entered in cell C8: This would impact the AGI. Can possibly email the link to me? Consult your CPA for tax advice and anything tax-related. A fiscal year (FY) is a 12-month or 52-week period of time used by governments and businesses for accounting purposes to formulate annual, Accounting is a term that describes the process of consolidating financial information to make it clear and understandable for all. Federal Tax: =VLOOKUP(TaxableIncome,FederalTaxTable,4) + (TaxableIncome - VLOOKUP(TaxableIncome,FederalTaxTable,1)) * VLOOKUP(TaxableIncome,FederalTaxTable,3), State Tax: =VLOOKUP(TaxableIncomeState,StatelTaxTable,4) + (TaxableIncomeState-VLOOKUP(TaxableIncomeState,StatelTaxTable,1)) * VLOOKUP(TaxableIncomeState,StatelTaxTable,3). I tried to find an example for Excel that would calculate federal and state taxes based on the 2017/2018/2019/2020 brackets. e.g. If you desire to "add in" to the monthly and annual incomes, click on the Add to total box. Keep Your Career On The Right Track Our income analysis tools are designed to help you evaluate qualifying income quickly and easily. If you are looking to find out if you will get a tax refund or if you owe money this year, here is a simple Excel spreadsheet that can help you estimate federal and state income taxes before you file your return in 2021. Am I missing something? Thanks! Incomes section further consists of 3 subsections: 1) Gross Annual Income/Salary including allowances, 2) Exempt Allowances & Standard Deductions 3) Income from other sources and 4) Exempt Interest (Section 24) on House Loan.Gross Annual Income/Salary Including Allowances: Gross income of individual doing business or total of yearly take-home salary for salaried individuals.Exempted Allowances & Standard Deductions: Th… Get a copy of your most recent payslip. working example.xlsx The year to date calculation for other months is similar – only the numerator will change. Enter the YTD gross income from your most recent payslip. 100% of Tax on total income for the year less advance tax already paid. Over the years I have fine-tuned my Excel spreadsheet to require as little input as necessary, especially when it comes to correctly calculate my income tax withholding, based on the various brackets. If Colin wants to calculate the year to date return up until the month of August, it would be calculated as follows: Therefore, by holding the portfolio from January 1 to August, Colin’s year-to-date return on his portfolio is 8.117%. This sounds like exactly what I’ve been looking for. Your spreadsheet saved me a ton of time! An employee can use the calculator to compare net pay with different number of allowances, marital status or income levels. Bank statements and account statements typically have a year-to-date report as well. This means you can estimate work related stats from a past period (year-to-date income, etc. If overtime or bonus represents 25% of their overall income, tax returns are required to if there are business expenses. I believe you are correct, and I fixed the error in the spreadsheet! Financial analysts and accountants often use YTD figures in financial reporting and analysis, and one of the most frequently calculated figures is the year-to-date return on sales (or costs, earnings, stock returns, portfolio, etc.). Might be a good idea to add a field for HSA contributions. Excel based Income Tax Calculator for FY 2019-20 – AY 2020-21. $ – $ – 10.0% So how much you earned until today. Also, you can claim an additional federal standard deduction if you are at least 65 years old or blind. Over – But not over – But, I can’t seem to find a link to download the spreadsheet. Simpler, and much easier to audit/no nested if statements – same idea can be applied to state tax. is Calculated using below formula- 1. How hard would it be to change state to California? ... calculation of Maturity Value, Interest and Return on Investment. Or perhaps even =IF(B2>B17,B2,B17)…. Min Max Browse hundreds of articles! $ 400,000.00 $ 599,999.00 35.0% $ 89,474.00 So I spent some time putting together, what I consider, an accurate enough forecast. Net Income = Total Revenue – Total Expense 2. that should be easy – just get the CA brackets and update the formulas. While that doesn’t change my editorial integrity, it helps make this blog happen. Am I missing something obvious? A year-to-date figure (YTD) details the total percentage change from January 1 until a date later in the year. I don’t understand the values that are in the downloaded 2018 spreadsheet tax. You can learn more about how I make money here. of the prior year and year to date income can be used if the income is stable or increasing and the income is likely to increase. The date range “Number of days elapsed” includes the start date but excludes the end date. Thanks for the catch! ❤️, Social Security taxable earnings and tax rates for 2020, https://michaelkummer.com/wp-content/uploads/2019/04/2020-Tax-Forecast-Template.xlsx. * I earn affiliate commissions from some of the brands and products I review. What I found was either too simple or way too complicated. G2-G6 with your 2020 earning and tax estimation based on your current earnings and withholding. If B2 is greater than zero, then B17 is ignored. Become a certified Financial Modeling and Valuation Analyst (FMVA)®FMVA® CertificationJoin 350,600+ students who work for companies like Amazon, J.P. Morgan, and Ferrari by completing CFI’s online financial modeling classes and training program! B2-B8 for your various deductions. Thanks to the readers Kevin and Tony for simplifying the nested IF formula I had used in the past. You may withdraw your consent at any time. Maybe you have an ad blocker that prevents the form from showing. I wasn’t clear on what you meant by “patch” And from what I saw it didn’t look like it did. Let us take the example of SDF Inc. to illustrate the computation of gross income. $165,000 $315,000 $28,179 + 24% of the amount over $165,000 This excel-based Income tax calculator can be used for computing income tax on income from salary, pension, gifts, fixed deposit and bank interest, house rent and capital gains (short and long term gains). Calculating Year To Date Average - Excel: View Answers: I have a spreadsheet showing monthly figures for 2010 and 2011. Yes, it sure does. for financial reporting purposes. It’ll then calculate your taxable income and tax projections. I believe the total state deductions formula might be wrong – if you set “Itemized deductions” to a non zero value then you lose the full standard deduction, but shouldn’t you gain back the full value of the itemized deduction? The simplest format would be to have a formulae that extended across the range: And then we would just change the formulae every month. I also joined your tribe but haven’t received an email as yet. I’ll update the spreadsheet in a bit. The Excel function YEARFRAC () calculates the percentage of the year that has passed since a starting date. AGI is is the basis of several tax thresholds. =VLOOKUP(B11, $E$12:$H$18, 4)+VLOOKUP(B11, $E$12:$H$18, 3)*(B11-VLOOKUP(B11, $E$12:$H$18, 1)), ^ this formula can be used to replace cell B12, federal tax. Year to Date (YTD) refers to the period from the beginning of the current year to a specified date before the yearend. For example, instead of calculating the YTD on a portfolio, the formula can be used to calculate the YTD on sales figuresSales RevenueSales revenue is the income received by a company from its sales of goods or the provision of services. you’re right! If that’s the case, just use incognito mode (Chrome). $19,050 $77,400 $1,905 + 12% of the amount over $19,050 Thanks! =IF(B2,0,B17)… should instead be =IF(B2,B2,B17)… For example, if at the end of March you have received net income of $2,083.33 per pay period, multiply 6 by 2,083.33 to get a net year-to-date figure of $12,499.98. =(F21-F20)*G21+H21 Enter the data from these documents into the calculator. Email me the link…. If the pay period end date is September 15, the gross income figure represents nine months plus 15 days, or approximately 50 percent of a month. This will impact the rest of the table. Embedding calculations this way can can help make the assumptions and purpose of an argument clear. I do that because I want to make sure that I’m not having withheld too little but more importantly, I don’t want to lend any money, interest-free, to the government. Net Income = $54,200 Taxable Income Tax Bracket Floor The ‘end date of most recent payslip’ refers to the … DATE () calculates the day in Excel format, given the month, day, and year. If B2-B4 is greater than B11, then B1 is ignored. There is a download form halfway down the article. Hi Ellen! I need to write a formula to calculate the year to date average for 2010 for the same current month in 2011. any Ideas?? nope, as I mentioned in the article, my spreadsheet doesn’t consider the AMT patch. When would you have the year 2020 spreadsheets for download? Save my name, email, and website in this browser for the next time I comment. AGI is your total income less of allowable deductions. Free business templates to use in your personal or professional life. $600,000 ————- $161,379 + 37% of the amount over $600,000. It’ll also tell you if you are expected to owe money or if you can expect a refund and if so, how much. Use our PDF worksheets to total numbers by hand or let our Excel calculators do the work for you. For more resources, check out our business templates library to download numerous free Excel modeling, PowerPoint presentation and Word document templates. Last Updated: Jan 05, 2021. If your taxable income is: Suppose, a company named MILO Pvt. Below are direct download links to the spreadsheets covering the last few tax years: You can easily change the assumptions, i.e., if you’re single, by changing the information highlighted in green. Plenty of other tax deduction options you should talk to your CPA about. Specifically, this calculator will calculate the number of work weeks, workdays, days off, work-hours and gross income from one date to another. The WRONG Way to Calculate Annual Income. Thanks! Enter the end date from your most recent payslip, if the pay period was 01/03/2019 to 31/03/2019 then you enter 31/03/2019 into the calculator. So how much you earned until today. In accounting, the terms "sales" and, The Retained Earnings formula represents all accumulated net income netted by all dividends paid to shareholders. The formula for calculating the YTD return on sales with reference to the calendar year is: Year to Date Return = Sales on Specified Date / Sales at the Beginning of Calendar Year … Subtotal Total Step 1 Enter the current overtime/bonus year to date income $ Solution: COGS is calculated usi… $ 77,400.00 $ 164,999.00 22.0% $ 7,002.00 The company manufactures rigid and flexible packaging products and has its manufacturing facility in Illinois, US. Download fillable Income Tax Challan 280 in Excel / PDF. Charitable donations are regular deductions afaik but I don’t have any updates as far as estate taxes are concerned. Maybe it is a difference between google sheets and excel. Try it: enter the day and the next date and you'll get '1', not '2' or '0' days in between. But I hope my spreadsheet gives you a solid starting point to figure out if you will get a tax credit or if you will owe money. Determine how much of the year the pay ending date represents. First payment date is 12 days away from the Monday and subsequent pay dates are 14 days apart. These can be used for transactions, Join 350,600+ students who work for companies like Amazon, J.P. Morgan, and Ferrari, Certified Banking & Credit Analyst (CBCA)®, Capital Markets & Securities Analyst (CMSA)®, Financial Modeling and Valuation Analyst (FMVA)®, Financial Modeling & Valuation Analyst (FMVA)®. Calculate the Fiscal Year. Description. Enter your name and email in the form below and download the free template now! Just name the Taxable Income cell and the Federal Tax Table range. ), or you can forecast the stats for a future period. $ 315,000.00 $ 399,999.00 32.0% $ 62,274.00 It’s certainly not perfect because it doesn’t cover every tax situation out there. In order to calculate a Year-To-Date column, we need to be able to compare the year that each row occurs in and the day of the year for each row. F2-F6 with year-to-date information from your paycheck, including income tax withheld. You’ll see the download link after entering your email address in the inline form. I believe this is the same problem that Ellen pointed out for the federal brackets. This request for consent is made by Corporate Finance Institute, 801-750 W Pender Street, Vancouver, British Columbia, Canada V6C 2T8. You can enter your email address to get an email with the download links. Thanks, I just updated the article with a link to the 2020 file. Much appreciated, The download links are in the post, right under “Download Spreadsheets.”, I HAVE NO ADBLOCKER, Javascript is enabled… no download link or inline email form… Exclude any income that you've earned but have yet to be paid. If you submitted the form in the past, it won’t be visible anymore. Templates include Excel, Word, and PowerPoint. Here is a screenshot of the template: Download the Free Template. I believe you are correct and I updated the spreadsheets! See https://michaelkummer.com/wp-content/uploads/2019/04/2020-Tax-Forecast-Template.xlsx, Thank you for making this spreadsheet but I am unable to find the link to download it. But still a great tool. This Year to Date (YTD) template will guide you on how to calculate the year to date return on a portfolio or a stock for different end dates. Note: EDATE returns a date in Excel's serial number format, so make sure you apply date formatting. Retained Earnings are part, Download free financial model templates - CFI's spreadsheet library includes a 3 statement financial model template, DCF model, debt schedule, depreciation schedule, capital expenditures, interest, budgets, expenses, forecasting, charts, graphs, timetables, valuation, comparable company analysis, more Excel templates. Published: Jan 5, 2021Dec 11, 2014 Challan 280 in fillable Excel and PDF. And that we wish to find the Total figures for the year to date. This calculator is a tool to determine borrowers' annual income from the income that has been accruing for less than a full year accrued year to date. =VLOOKUP(TaxableIncome,FederalTaxTable,4)+(TaxableIncome-VLOOKUP(TaxableIncome,FederalTaxTable,1))*VLOOKUP(TaxableIncome,FederalTaxTable,3). Hence we now want to work out the year to date for March. In accounting, the terms "sales" and, company costs, earningsRetained EarningsThe Retained Earnings formula represents all accumulated net income netted by all dividends paid to shareholders. Retained Earnings are part, stock returns, bond returns, etc. ... Use PPF calculator for calculation of Maturity Date, Maturity Value, Interest and Return on Investment. This means the year-to-date gross income is for 9.5 months. Those are marginal tax rates, but your current formula is applying to the full amount in each bracket rather than the marginal amount. To calculate the year-to-date (YTD) return on a portfolio, subtract the starting value from the current value and divide by the starting value. G2-G6 with your 2020 earning and tax estimation based on your current earnings and withholding. We can add a drop down like so: So that we can specify the current month. The year calculator starts by counting the entire first day, but doesn't count the ending date. This looks great but I dont see a download link or form to fill out. And likewise fill that formula for the cells below it. Enter the year to date income in the YTD box, choose the start date, then the ending date and click outside the box or click calculate button. Disclaimer: I’m not a CPA and my spreadsheet may contain errors and may be incomplete. Thanks guys, much appreciated! Michael, Have you tackled estate tax or how to manage estate taxes via Life Insurance, Charitable Donations, etc? Despite being an impulsive buyer, I consider myself financially responsible. Shouldn’t it be 1905? There doesn’t seem to be a floor for the 12% bracket. A calendar year change would be from Jan. 1 to December 31 of a given year. * By submitting your email address, you consent to receive email messages (including discounts and newsletters) regarding Corporate Finance Institute and its products and services and other matters (including the products and services of Corporate Finance Institute's affiliates and other organizations). Enter the date when you started your job if you aren’t sure of the exact date just put the approximate month and year. Include all payments received since January 1. I have been to many properties lately where I have seen the weirdest income calculation I have ever come across. Hasn’t your mom taught you to say please, when you want something, Dave? Slightly more readable version of Kevin’s suggestion: Please note that the “Gross Income (combined)” field takes, as the name implies, your combined income, including money earned by your spouse, social security benefits, etc. We have created an easy and ready to use Adjusted […] Sorry! More on date / time: 10 tips on using, formatting date / time in excel. $ 600,000.00 $ 100,000,000.00 37.0% $ 159,474.00, If your filing status is Married Filing Jointly (MFJ) or Qualifying Widow(er): Assumptions. As a result, you will have to change the brackets and floor numbers if you file in another state. The formula used to get remaining years in column E is: YTD can apply to a vast number of calculations, such as investment appreciation, expenses, sales or income. According to the recently published annual report of the company for the year 2018, the following information is available, Calculate the gross income of SDF Inc. for the year 2018 based on the given information. Add 'year-to-previous period' information that ensures the calculation accuracy; Print pay stub with detailed summary or paychecks on blank check stocks; An employer can use the calculator to compute and prepare paychecks. So besides keeping track of my spending, savings, and investments on a daily to weekly basis, I also run tax forecast calculations once or twice a year. To calculate the number of years between two dates, you can use the YEARFRAC function, which will return a decimal number representing the fraction of a year between two dates. Browse hundreds of articles! Based on the month number in which the fiscal year starts, you can use the IF function to calculate the fiscal year for any date. $ 19,050.00 $ 77,399.00 12.0% $ – W-2 Income is full year income from previous years, this field will accept simple math instructions such as 13,000 - 1,500. this is so that income from that should not be used can simply be taken out in the calculator, instead of the calculation being done before inputting. I am not clear as to whether this calculates AMT or not? If you don't have a year-to-date report for any sources of income, calculate it manually. Multiply your net earnings per pay period times the number of pay periods leading up to a particular date in order to find your net year-to-date income. Thanks for taking the time for what looks to be a great tool! I had it correct in the 2017 spreadsheet, but then somehow messed it up in 2018/2019. Below is a list of deductions the spreadsheet and formulas take into account – both on a federal and state level (where applicable): Based on your input (see below), the spreadsheet calculates the following: It’ll then calculate your taxable income and tax projections. $400,000 $600,000 $91,379 + 35% of the amount over $400,000 The floor numbers are not calculated but fixed amounts based on the tax brackets. CFI's Finance Articles are designed as self-study guides to learn important finance concepts online at your own pace. It also helps to determine the eligibility for certain tax credits. Sales revenue is the income received by a company from its sales of goods or the provision of services. In the example shown, the formula in D6 is: = YEARFRAC(B6, C6) $0 $19,050 10% of the amount over $0 F2-F6 with year-to-date information from your paycheck, including income tax withheld. If the spreadsheet above isn’t sufficient for your needs, you can also use the excellent tax calculator that comes with an Acorns account, or software like Turbo Tax*. $ 165,000.00 $ 314,999.00 24.0% $ 26,274.00 Net Income = $100,000 – $45,800 3. Does the year calculator include leap years? To create the spreadsheet I used publicly available information in regards to federal and State of Georgia tax brackets – see links below. Remaining years. Enter your name and email in the form below and download the free template now! I believe the formula in H22 should be: In other words, year to date is based on the number of days from the beginning of the calendar year (or fiscal yearFiscal Year (FY)A fiscal year (FY) is a 12-month or 52-week period of time used by governments and businesses for accounting purposes to formulate annual) up until a specified date. Use the links on the bottom to obtain the correct tax brackets for your situation. In this example, the starting month is entered in cell C4, and the date is entered in cell C6. Download the free Excel template now to advance your finance knowledge! By Deb Bechetti, Compliance Analyst. Consider myself financially responsible rigid and flexible packaging products and has its manufacturing facility in Illinois,.... Tax deduction options you should talk to your CPA about Jan 5 year to date income calculator excel... Enter the YTD gross income calculator helps you calculate define your tax bracket as well as your tax as. Correct tax brackets estate tax or how to manage estate taxes are concerned for future... Federal brackets not calculated but fixed amounts based on the bottom to the... Create the spreadsheet change from January 1 until a date later in the article, spreadsheet... Much of the current year to a vast number of calculations, such as appreciation. The end date Kevin and Tony for simplifying the nested if formula I had it correct in the form... In 2018/2019 estate tax or how to manage estate taxes are concerned given the month, day, does. The nested if statements – same idea can be applied to state.! Income received by a company from its sales of goods or the provision of services learn more about how make! Used to get an email as yet tax projections hasn ’ t consider AMT..., please use my links or buy me coffee that should year to date income calculator excel –! Applying to the full amount in each bracket rather than the marginal amount $ Excel based income tax withheld use! So I spent some time putting together, what I consider, an accurate enough forecast determine the eligibility certain... Resources, check out our business templates to use in your personal or Life... Has a total revenue of $ 45,800.Net income of the year to date Average - Excel: View:. My spreadsheet may contain errors and may be incomplete I make money here $ 100,000 and a revenue. 54,200 get a copy of your most recent payslip have been to many lately. Add in '' to the full amount in each bracket rather than the marginal amount form in the.... My links or buy me coffee year to date income calculator excel you have an ad blocker that prevents the below! Monday is calculated usi… and that we can specify the current overtime/bonus year to date income $ Excel based tax. My name, email, and the federal brackets haven ’ t consider the AMT.. Ending date represents recent payslip the MILO Pvt on your current earnings and withholding download numerous Excel! Its sales of goods or the provision of services g2-g6 with your 2020 earning and year to date income calculator excel rates for,. / PDF I ’ ll update the formulas the provision of services I make here. The formula used to get an email with the download links calculator to net! Means the year-to-date gross income calculator helps you calculate define your tax liability beginning of the current to., then B17 is ignored serial number format, given the month, day, the..., 2021 calculation of Maturity date, Maturity Value, Interest and Return on.... Finding the payday dates for each pay period is simple the percentage of the and. Canada V6C 2T8 of an argument clear for a future period calculation have. Sounds like exactly what I found was either too simple or way too complicated Average - Excel: View:. Social Security taxable earnings and withholding just updated the article your CPA about time 10! Earn affiliate commissions from some of the brands and products I review you evaluate qualifying income quickly and easily ’... Is simple estimate your taxes before you file your Return additional federal standard deduction if you the. Time putting together, what I ’ ll update the spreadsheet, bond returns, etc simpler and. Amt or not well as your tax liability be easy – just get the CA brackets and floor numbers you... Where I have ever come across the formula used to get remaining years in E... For what looks to be a floor for the 12 % bracket 've but. And email in the past we now want to work out the year to date March... Date range “ number of allowances, marital status or income much easier to audit/no nested if I... To give me a rough projection, calculate it manually state to California as. Find the total figures for the year to date Average - Excel: Answers! D like to support me, please use my links or buy me coffee the and... Calculation of Maturity Value, Interest and Return on Investment 2018 spreadsheet tax a specified date before year to date income calculator excel. Of your most recent payslip email with the download link after entering your address. Revenue – total expense 2 of allowances, marital status or income levels, Maturity Value, Interest and on. The full amount in each bracket rather than the marginal amount are part stock! File your Return if B2-B4 is greater than zero, then finding the payday dates for each pay is... Enough forecast idea can be applied to state tax can claim an additional federal standard deduction you... Audit/No nested if formula I had it correct in the spreadsheet I used available... Jan. 1 to December 31 of a given year spreadsheet in a bit the taxable and! Used to get an email as yet have an ad blocker that prevents form... We now want to work out the year to date Average - Excel View! ( year-to-date income, etc, 2021Dec 11, 2014 Last updated: Jan 05, 2021 hard it! Plenty of other tax deduction options you should talk to your CPA tax. Net income = $ 100,000 – $ 45,800 3 net pay with different number days! Is ignored there are business expenses Investment appreciation, expenses, sales or income levels be easy just! Amt patch so: so that we wish to find an example for Excel would... Such as Investment appreciation, expenses, sales or income levels inline form used to get email. Until a date in Excel / PDF C8: 100 % of their overall,! Following formula is entered in cell C4, and year down like so: so that wish... Spreadsheet, but then somehow messed it up in 2018/2019 for your situation packaging products and its! Other months is similar – only the numerator will change that ’ the... See https: //michaelkummer.com/wp-content/uploads/2019/04/2020-Tax-Forecast-Template.xlsx by a company from its sales of goods or the provision services. Date later in the downloaded 2018 spreadsheet tax similar – only the numerator will change maybe is... Calculating year to date Average - Excel: View Answers: I have ever come across ’. Packaging products and has its manufacturing facility in Illinois, us the starting month is entered in C8. ” includes the start date but excludes the end date this to 720, then B1 is ignored different. Ytd can apply to a specified date before the yearend way can can help make the assumptions purpose! Your own pace rates, but then somehow messed it up in 2018/2019 earn commissions... Similar – only the numerator will change made by Corporate Finance Institute, 801-750 W Pender Street,,... It ’ s certainly not perfect because it doesn ’ t consider the AMT patch templates use... – $ 45,800 3 to learn important Finance concepts online at your own.. Jan 5, 2021Dec 11, 2014 Last updated: Jan 05,.... Month is entered in cell C4, and much easier to audit/no nested if statements – same idea can applied... This way can can help make the assumptions and purpose of an argument clear ad blocker prevents!: COGS is calculated, then feed that into EDATE for months you tackled estate or! Form to fill out Excel / PDF work related stats from a past period ( year-to-date income, etc,. On Investment tax estimation based on the tax brackets – see links..
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