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If you haven’t already, copy this doc → Clear the sample data throughout the doc → Move this page () to the top of the page list on the left so it’s the first thing you see when you open the doc. Consider it your new “tax home page” 🏠.
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Tax Dashboard
Visualize your taxes over time and identify important trends.
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Clear sample data
Each year, input key data points from your completed 1040 tax return into the table below. Then, visualize your tax profile over time to identify ways to lower your tax bill in the future.
Completed Tax Returns
Year
Completed tax return
Total income (Line 9)
Deductions (Line 12)
Taxable income (Line 15)
Taxes owed (Line 16)
Refund (Line 34)
Effective tax rate
2023
Sample 1040.jpeg
$20,000.00
$5,400.00
$14,600.00
$3,800.00
$1,200.00
26.0%
2024
Sample 1040.jpeg
$50,000.00
$18,000.00
$32,000.00
$10,000.00
$2,300.00
31.3%
2025
Sample 1040.jpeg
$146,000.00
$48,000.00
$98,000.00
$35,000.00
-$1,000.00
35.7%
2026
There are no rows in this table
Tax profile over time
Refunds over time
Effective tax rate over time
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