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Personal Information
Password must contain at least 8 characters, one uppercase letter, one lowercase letter, one number, and one special character.
Professional Information
This helps us personalize tax calculations and reminders
This value is also used to create your first income entry in Income and Investments.
Tax differences by role (US, simplified):
Employees:
  • Federal and state income tax usually withheld (Form W-2)
  • FICA: Social Security and Medicare (employee share)
  • Sales tax on purchases where applicable
  • Unemployment and workers’ comp handled by employer
Employers:
  • Withhold federal/state income tax and FICA from wages
  • Pay employer share of FICA and federal/state unemployment
  • Remit payroll taxes (e.g. Form 941)
  • Workers’ compensation insurance as required
Freelancers:
  • Federal (and often state) income tax on net earnings
  • Self-employment tax (Social Security + Medicare on net self-employment income)
  • Estimated quarterly taxes (Form 1040-ES) when withholding isn’t enough
  • Sales or use tax if you sell taxable goods/services
Security Verification

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