With Hurdlr Premium and Pro, you can track the tax payments you make throughout the year, so your tax estimates can be as accurate as possible. By tracking your tax payments, the Taxes screen will reflect how much you’ve paid and how much you still owe.
There are three ways to track your Tax Payments:
Manually Add your Tax Payments
On the Mobile App
On the Mobile App
Navigate to the Taxes Dashboard
Tap the ‘Payments’ button
Tap the ‘+’ sign in the top right corner
Enter the Tax Region, year, quarter, amount, and date in the Tax Payment details
Tap ‘Save’
On the Web App
On the Web App
Navigate to the Taxes Dashboard
Click the ‘+Tax Payment’ button
Enter the Tax Region, year, quarter, amount, and date in the Tax Payment details
Click ‘Save’
Tag an Automatically Detected Tax Payment
If Hurdlr detects that an expense may be a tax payment, you’ll be able to verify whether it is by selecting the ‘Tax Payment’ or ‘Not a Tax Payment’ button when tagging.
Manually Mark an Expense as a Tax Payment
If your tax payment isn’t automatically detected, it will pull into the Expenses Dashboard as a normal expense. However, you can convert it to a tax payment. To do so:
On the Web App, navigate to the Expenses Dashboard
Select your tax payment expense
Click ‘Convert to…’
Choose ‘Tax Payment’
Select the Tax Region, Year, and Quarter for this tax payment
Select ‘Save’
You can now find this transaction in your Tax Payments list
To View or Edit Tax Payments
On the Mobile App
On the Mobile App
Navigate to the Taxes tab
Tap the 'Payments' button
You'll see a list of all of the tax payments that you've tracked and can tap on them to view more details or edit them
On the Web App
On the Web App
Click the gear icon in the top right corner
Select 'Payments'
You'll see a list of all of the tax payments that you've tracked and can click on them to view more details or edit them