Upward: Save More Money

TAX CLARITY FOR MULTI-EARNERS
* Save more income from freelancing, jobs, and investments
* Get federal, state and local tax estimates and account for tax payments you've already made, including any paycheck withholdings
TRACK YOUR TAXED INCOME
* Get accurate tax estimates by including all types of income
* Add income from self-employment, jobs, and investment income including interest, dividends, and capital gains/losses (including crypto)
MAXIMIZE YOUR TAX DEDUCTIONS
* Uncover write offs and save with a deductible retirement account
* Apply special tax breaks for freelancers including Home Office and SEP IRA contributions
* Upward automatically calculates the Self-Employment Tax and Qualified Business Income deductions, which are based on your self-employment income
KNOW YOUR TAXES OWED
* Understand when and how much to pay in federal and state (including local) taxes
* We help you pay on time to avoid costly late payment penalties and ensure you don't give the government an interest-free loan
CONNECT BANKS AND CREDIT CARDS
* Ensure no transactions are missed and let us do the work
* We'll import and categorize your transactions and predict which ones are tax-related (income, deductions, or tax payments you've made)
SEARCH AND MARK TRANSACTIONS IN BULK
* Organize your imported transactions in a flash
* Mark transactions as income, deductions, tax payments or personal and see your tax estimates update in real-time
FILTER TRANSACTIONS WITH EASE
* Create custom list views that give every perspective possible
* Filter by category, marked/unmarked status, and predicted tax relevance
SET RULES AND GO ON AUTO-PILOT
* We'll automatically mark incoming transactions for you
* See your income, deductions and tax estimates updated when you return
SET A SEP IRA GOAL AND SAVE MONEY
* Decrease your tax bill while investing tax-free for retirement
* See exactly how much you can save by deducting up to $66,000 in 2023 through a SEP IRA contribution
BE MORE ACCURATE WITH TAX PLANNING
* Know exactly how much to pay in as your results are updated
* See if you've underpaid or overpaid at any point throughout the year
We're a small, rapidly moving team and are always looking to improve our product for you. We're here to help and would love to receive your feedback, questions, or problems:
[email protected]