Know where you stand.Before April.

Most people find out what taxes they owe in April, when it's too late to make changes.
Taxaly keeps up with your tax situation all year, so there are no surprises.

See where you stand

Tax planning software for individuals. Not tax preparation.

Sam & Ava · Married filing jointly · 2026

Your 2026 tax liability is $52,135. You’re $16,394 short.

$17,871 paid so far · $35,741 from your paychecks by Dec 31.

JAN 2026TODAYDEC 2026

$17,871 paid$52,135 tax liability

34% of your tax liability

paid so far

$11,116 behind

as of today

$35,741

from your paychecks by Dec 31

$16,394 short

due in April

Start with a paystub. Add the rest as you go.

Your projection

Your projected income tax for the year, federal and state.

On track or not

Whether you are ahead, behind or on track, and by how much.

How you handle it

Aim to owe nothing in April, or pay just enough to avoid penalties.

01 / Check it yourself

It reads the paystub.It shows the math.

The figures read from your paystub, what each one becomes over a full year, and the document beside them.

Fixed tax rules do the math. AI reads and interprets the document.

What was read, and what it becomes.

Paystub Interpretation

Click any value to override, then save your changes.

12 of 25 pay periods complete13 remaining

Each line read from a sample paystub: this pay period, year to date, and the full year at this rate.
Name	This pay period	Year to date	Full year at this rate
Income 2
Regular	$8,450	$101,400	$211,250
Bonus	$0	$40,560	$40,560
Pre-tax deductions 4
401(k)	$507	$6,084	$12,675
Dental Premium	$7	$88	$184
Medical Premium	$46	$550	$1,145
Vision Premium	$1	$15	$30
Taxes withheld 5
Federal Income Tax	$1,008	$21,018	$34,120
Social Security	$521	$8,762	$11,439
Medicare	$122	$2,049	$4,086

paystub-2026-06-18.pdfTax year 2026

Earnings statementBIGTECH CO., INC. · Pay date 06/18/2026

Employee

SSN XXX-XX-

Period
06/01/2026 to 06/15/2026
Filing status Single

EarningsThis periodYear to date

Regular8,450.00101,400.00

Bonus0.0040,560.00

Deductions · otherThis periodYear to date

401(k)−507.006,084.00

Dental premium−7.3488.08

Medical premium−45.80549.60

Vision premium−1.2114.52

Deductions · statutoryThis periodYear to date

Federal income tax−1,007.8621,017.52

Social Security−520.538,761.61

Medicare−121.742,049.00

CA state income tax−437.139,394.85

CASDI−109.141,836.96

Change anything that was read wrong. Corrections are marked. Sample data.

From income to what you owe.

Full tax math

Total income$237,776
− Adjustments$0
= AGI$237,776
− Deductions$18,334
= Taxable$219,442
Tax before credits$46,677
incl. Additional Medicare Tax$454
− Credits$0
= Federal tax$46,677
+ State (CA)$17,768
State AGI$237,776
− State deductions$5,876
= State taxable$231,900
State tax before credits$17,925
− State credits$156
= State tax$17,768
= Total tax$64,446
− Withholdings (till date + future)$49,198
= Balance due$15,248

Income, deductions, credits, federal and state. Sample data.

Your documents stay yours.

Redact anything you do not want read, before it is read.
Encrypted in transit and in storage.
Read only by US-based services.
We do not sell your data and there are no ads.

Sample data.

02 / What you pay, and when

Owe nothing in April.Or pay just enough.

Cover your whole tax, or pay just enough to avoid a penalty. Taxaly works out what that takes.

Your target changes your payments, not your tax.

01
Choose your target
Cover your full tax, or pay just enough to avoid a penalty.
02
Choose how to pay it
More from each paycheck, quarterly payments, or both.
03
How much to pay, and when
The amount from each paycheck, and the date and size of any payment.

What total are you targeting?

How much you aim to pay this year, independent of how you pay it.

Cover my full taxDEFAULT$52,135Pay your full projected total tax. Zero balance due in April.
Safe harbor: 90% of this year$46,921Pay 90% of this year’s projected tax. The bare minimum to avoid the underpayment penalty.
Keep my current pace$35,741Stay at today’s withholding plus any already-paid quarters. About $16,394 would be due in April.
Safe harbor: 100% of last year$54,670Pay 100% of last year’s tax (110% if your AGI was over $150,000). No penalty even if you owe more in April.
Pick my own number$50,000Set a custom dollar amount or % of projected tax.

How are you paying it?

Withholding is per person; estimated payments stay at the household level.

Withholding onlyPer paycheckYou cover the full amount through per-paycheck withholding. No quarterly payments.
Estimated payments onlyQuarterlyDrop future withholding to $0; cover it with 4 quarterly payments.
Withholding + estimatedDEFAULTRecommendedKeep or tune your per-paycheck withholding; the remaining gap is covered by estimated payments.

Your total payment plan

Your 2026 tax $52,135 · paychecks and estimated payments cover it

From your paychecks

Sam12 paychecks left$1,185/paycheck

Ava12 paychecks left$304/paycheck

From your paychecks by Dec 31$35,741

Estimated payments to the IRS and the FTB

Sep 15, 2026$6,306
Jan 15, 2027$10,088

Estimated payments$16,394

Federal: nothing due in April. California: nothing due in April. Paychecks and two estimated payments cover both.

Your taxes · 2026 · Federal (IRS)

Your $37,545 target is covered

How you’ll pay it: $24,934 from your paychecks and $12,611 in estimated payments

Projected federal liability$37,545

Target (Full coverage)$37,545

Withholding so far (YTD)$12,467

Projected total coverage$37,545

$24,934 withholding$12,611 estimated

Still to cover$0

Your federal payment plan

Your 2026 tax $37,545 · you’ll have paid $37,545

From your paychecks

Sam12 paychecks left$815/paycheck

Ava12 paychecks left$224/paycheck

From your paychecks by Dec 31$24,934

Estimated payments to the IRS

Sep 15, 2026$6,306
Jan 15, 2027$6,305

Estimated payments$12,611

Your taxes · 2026 · State

Your $14,590 target is covered

How you’ll pay it: $10,807 from your paychecks and $3,783 in estimated payments

Projected state liability$14,590

Target (Full coverage)$14,590

Withholding so far (YTD)$5,403

Projected total coverage$14,590

$10,807 withholding$3,783 estimated

Still to cover$0

Your state payment plan

Your 2026 tax $14,590 · you’ll have paid $14,590

From your paychecks

Sam12 paychecks left$370/paycheck

Ava12 paychecks left$80/paycheck

From your paychecks by Dec 31$10,807

Estimated payments to the FTB

Jan 15, 2027$3,783

Estimated payments$3,783

California puts nothing on Sep 15. One payment in January covers the rest.

Federal and state are set separately. Sample data.

03 / Before you commit

Try the change.Then decide.

Change one input, or several at the same time, and your tax updates as you go.

You choose the change. Taxaly shows what it would do.

01
Change what you are considering
A bonus, a stock sale, more into the 401(k). One input, or several at once.
02
See the whole answer move
The full calculation updates, not just the total.
03
Or save it as a second plan
For a bigger change, save it beside the plan you are on and read the two side by side.

Which move is worth making?

Sample comparison: the current plan beside a stock sale plan that sells $100,000 of stock, all long-term capital gain, on top of the same paystub and inputs, with the difference for each line.
Line item	Your current plan (reference)	Stock sale plan (+$100K gain)	Difference
Adjusted gross incomeYour income minus adjustments like 401(k). It gates your credits and tax brackets.	$237,776	$337,776	+$100,000
Taxable incomeWhat’s actually taxed: your AGI minus your deductions.	$219,442	$319,442	+$100,000
Federal taxYour federal tax after credits.	$46,677	$65,477	+$18,800
State tax (CA)Figured separately from federal.	$17,768	$27,068	+$9,300
Total tax	$64,446	$92,546	+$28,100

Any input can be changed. Sample data.

04 / Through the year

Quarterly updates.And any time you need.

Quarterly is the usual rhythm. Anything that changes your income is a reason to look again.

01
Start the year
Add a paystub and see where the year is heading.
02
Check against last year
Put what you filed beside what you projected and see how close it was.
03
Mid-year check
Add a newer paystub and see whether you are still on track.
04
Year end
Make changes while there is still time. Most of them have to be done by December 31.
05
Any time something happens
A stock sale, a bonus, a charitable donation. Check the tax before you commit, or add the figures afterwards.

If you make estimated payments, the dates are the 15th of April, June, September and January.

Questions

What people ask.

Can I file with these numbers?

No. Taxaly does not create or file tax returns. It projects what you will owe for the year, so you can act while there is still time. You file the way you do now.

Will it replace my accountant?

No. If you use one, Taxaly gives you a running view between visits and a clearer picture to bring to your tax preparer.

Is this tax preparation?

No. Tax preparation looks backward and produces your tax returns. Taxaly looks forward and tells you where you stand during the year.

We both work. Does that change anything?

Often, yes. Each employer withholds as if its paycheck were your only income. Together, your incomes can reach a higher bracket that neither employer is withholding for. Taxaly projects your tax on both incomes together and shows how much more to withhold, and from which paycheck.

Are the paystub numbers right?

The paystub is read, then AI interprets the line items. Those are extended to full year figures by rule, not by AI, and that income is what your tax calculation starts from. Reading is not perfect, so every figure is shown beside the paystub it came from. Change anything that was read incorrectly.

Are the tax calculations right?

Fixed tax rules do the tax math. AI is not used to work out what you owe, so the same inputs always give the same answer. Every step is shown: income, adjustments, deductions and credits, federal and state.

Which documents can I add?

Paystubs. Some read better than others, and you review every field before anything is calculated. School district paystubs are not read yet. If a paystub does not read, you can enter the figures yourself.

Which filing statuses are supported?

Single and married filing jointly. Married filing separately, head of household and qualifying surviving spouse are not supported yet.

What happens to my paystub?

Redact anything you do not want read, before it is read. It is stored encrypted and only US-based services are used to read it. Ask us to delete your account and your information at any time and we will.

What happens when my subscription ends?

It renews automatically at the price in effect then, and you can cancel auto-renewal at any time. A quarterly subscription comes up every three months and an annual one every year. The pricing page has the rest.

What if I want a refund?

Within 30 days, write to support@taxaly.com and it is done. No conditions and no form.

Early Access

April will be here soon.

See where you stand for this year. Most changes have to be made before December 31.

Taxaly costs $59 a year, or $17 a quarter, during Early Access. We bring people on in small groups, because that is what we can support properly.

See where you stand

Nothing is charged until you choose to pay, and there is a 30 day money back guarantee.

We expect the standard price to be $99 a year, or $29 a quarter, after Early Access.

Pricing

What Taxaly costs.

Taxaly is a single product at a single price. There is no higher tier and nothing else to buy.

$59 a year, or $17 a quarter, during Early Access.

Subscribe See where you stand

Or see your number first. Nothing is charged and you do not need a card.

Why Early Access costs less than the standard price

Taxaly is early and it does not yet do everything we want it to do. It is useful now, and the price reflects where the product is. Early Access also includes direct help from us. You can email us and a person will answer, and we will help you get your first plan set up.

Why we bring people on a few at a time

We open Early Access in small groups, because that is what we can support properly and because it gives us time to make improvements between them.

What happens to your price

Your price is held for one year from the day you pay. After that your subscription renews at the standard price at that time.

What you get before you pay anything

Start with a paystub or enter your income, and you will see your projected income tax for the year, federal and state, whether you are ahead or behind on your payments, and every step of how the number was reached.

One plan for this tax year, up to three documents, and the payments screen to view.

What you get when you pay

You can keep your plan and come back to it, add paystubs as the year goes on, build and compare plans side by side, choose how you want to handle payments and see the amounts and the dates, and carry the plan into next year.

Refunds

You can ask for a refund within 30 days. Write to support@taxaly.com and it is done. There are no conditions and no form to fill in.

Renewal

You can cancel auto-renewal at any time, and your access runs to the end of the period you have paid for.

What Taxaly is not

Taxaly is not tax preparation. It does not produce your tax returns and it does not file them. We do not sell your data and there are no ads.

What is supported today

Federal and state are both included. Single and married filing jointly are supported. Married filing separately, head of household and qualifying surviving spouse are not.

See where you stand

Nothing is charged until you choose to pay.

We expect the standard price to be $99 a year, or $29 a quarter, after Early Access.

About Taxaly

What Taxaly does

Taxaly is tax planning software for individuals. It projects what you will owe in income tax for the year, shows whether your payments are keeping up, and helps you decide what to pay and when. You can also try a change and see what it would do to your tax before you make it. Taxaly does not prepare or file tax returns.

The math is done by fixed tax rules, not by AI. The same inputs always give the same answer. AI is used to read and interpret the documents you upload.

Why we built it

There is software for almost every money job you do yourself: investing, budgeting, filing your tax return. Little of it covers the tax side of the decisions you make during the year.

If you sell stock in June or receive a bonus in September, you usually find out what it cost you the following April.

Tax planning has mostly been done by professionals, by hand, for clients who pay by the hour. Software can now read a paystub accurately enough to do a good part of it. That is what makes a consumer product possible.

Who we are

Taxaly is self-funded. We currently have no outside investors.

We do not have an office. Some of us, including the founders, are in the San Francisco Bay Area. The rest of the team works remotely.

Taxaly is built by people who have worked in tax and software for a long time. We started in late 2024, spending time to get the math right.

We do not put names or credentials on this page. We would rather you judge the product by what it does and by the figures you can check yourself.

Where the product is today

Taxaly is early. It does not yet do everything we want it to do. It is useful now, and we ship improvements most weeks.

We are in Early Access, open to a limited number of people. That is how we can support our users properly while we learn how to make it better.

Your data

You can redact anything on a document before it is read.

Documents are stored and processed in the United States. The AI that reads them is US-based.

Data is encrypted in transit and in storage.

We do not sell your data and there are no ads.

Contact

support@taxaly.com

Last updated: August 14, 2026 (v1.0)

Privacy Policy

Taxaly, Inc. ("Taxaly," "we," "us") provides tax planning software (the "Software"). This Privacy Policy explains what personal information we collect when you use the Software, how we use and share it, and the choices you have.

1. Information we collect

We collect:

Account and contact information: your name, email, and login credentials.
Information about your tax and financial situation: income, deductions, and similar details you enter or upload, including information about your dependents.
Documents you upload: such as paystubs and tax forms, which may contain sensitive details like Social Security numbers and financial account information. We store these on our servers, hosted with cloud storage provider Amazon Web Services (AWS), encrypted in transit and at rest.
Payment information: if you subscribe to a paid plan. Payments are handled by Stripe, our payment processor, and we do not store full card numbers.
Usage and device data: how you interact with the Software, plus log and device information such as IP address and browser type.

2. Sensitive information

Some information you provide, such as Social Security numbers and financial account details, is sensitive. We use it only to provide the Software to you and for the purposes described in this Policy. We do not use it to infer characteristics about you, and we do not use it for advertising.

3. How we use information

We use personal information to:

Provide, operate, and improve the Software.
Read and interpret documents you upload and generate tax planning information and analysis.
Respond to your questions and provide support.
Process payments and manage your account.
Maintain security, prevent misuse, and comply with law.

4. AI services

We use third-party AI service providers to read and interpret the documents you upload and may use them for other features such as answering your questions. Our current AI provider is Google (Gemini). We may also use other providers, such as Anthropic (Claude) or OpenAI (ChatGPT), for parts of the Software. To do this, we send the content you provide to these providers. We use AI providers on service tiers whose terms prohibit them from storing your content or using it to train their models. We use only U.S.-based AI providers. We do not use foreign AI providers, foreign models, or foreign open-source AI services. Our AI providers do not perform tax calculations. Before we send a document to the AI provider, you can use our redaction tool to remove information from it.

5. How we share information

We do not sell your personal information, and we do not share it for cross-context behavioral advertising. We share personal information only:

With service providers who work on our behalf, such as our AI providers (see above), hosting and cloud storage (Amazon Web Services), analytics (Mixpanel), payment processing (Stripe), and email and messaging (Customer.io), under contracts that limit their use of the information.
To comply with law, respond to legal requests, or protect rights and safety.
In connection with a merger, acquisition, or sale of assets, subject to this Policy.

6. Analytics and cookies

We use analytics and similar technologies to understand how the Software is used and to improve it. You can control cookies through your browser settings. Where required, we honor recognized opt-out preference signals, such as Global Privacy Control.

7. How long we keep information

We keep personal information for as long as your account is active and as needed to provide the Software, comply with law, resolve disputes, and enforce our agreements. During testing or development, we may clear or reset data. When information is no longer needed, we delete or de-identify it.

8. Security

We use reasonable measures to protect personal information, including encryption of personal information in transit and at rest. No system is completely secure, so we cannot guarantee absolute security.

9. Your privacy rights

Depending on where you live, you may have the right to:

Know and access the personal information we hold about you.
Correct inaccurate information.
Delete your information.
Limit the use of sensitive information, which we already limit as described above.
Opt out of the sale or sharing of personal information, which we do not do.

You may exercise these rights without receiving different or worse treatment. To make a request, contact us at support@taxaly.com. We will verify your request, usually through your account email, and respond within the time the law requires. You may use an authorized agent to make a request. If we deny your request, you may appeal by replying to our response.

California residents: this Policy describes the categories of personal information we collect, use, and disclose, and your rights under California law. We do not sell or share personal information as those terms are defined under California law.

10. Children

The Software is for adults, and account holders must be 18 or older. As part of your tax situation, you may provide information about your dependents, including children. We use that information only to provide the Software to you, and we handle it under this Policy. The Software is not directed to children, and we do not knowingly allow anyone under 18 to create an account or use it directly. If we learn that someone under 18 has created an account, we will delete it.

11. Changes to this Policy

We may update this Policy. If we make material changes, we will take reasonable steps to notify you. The effective date shown on this Policy indicates when it was last updated.

12. Contact us

For questions or privacy requests, contact us at support@taxaly.com.

Last updated: October 6, 2026 (v1.0)

Website Terms of Use

These Terms of Use (the "Terms") are between Taxaly, Inc. ("Taxaly," "we," "us") and you. They govern your use of our website at www.taxaly.com (the "Site"). By using the Site, you accept these Terms. If you do not agree, do not use the Site.

1. What these Terms cover

These Terms cover the Site only. The Site describes Taxaly's tax planning software (the "Software"), which is offered at try.taxaly.com. Your use of the Software, including any free preview, is governed by the Taxaly User Agreement, which you accept when you create an account. If these Terms and the User Agreement conflict about the Software, the User Agreement controls. Personal information we collect through the Site is handled under our Privacy Policy.

2. Informational only; not advice

The Site provides general information. It is not tax, legal, financial, or investment advice. Taxaly is software, not a tax advisor, accountant, or law firm, and using the Site does not create a professional or fiduciary relationship. Taxaly does not guarantee any particular tax outcome, savings, or result.

3. Sample figures and product information

The screens, names, and figures shown on the Site are samples that illustrate how the Software works. They are not real customer results, predictions of your tax, or guarantees. Descriptions of features and pricing on the Site are summaries and may change. The terms presented when you subscribe, together with the User Agreement, are the ones that apply.

4. Eligibility

You must be at least 18 years old and located in the United States to use the Site. The Site and the Software are intended for U.S. taxpayers only.

5. Ownership and acceptable use

Taxaly owns the Site and its content. Taxaly and the Taxaly logo are trademarks of Taxaly, Inc. You may view the Site for your personal, non-commercial use. Do not copy its content or use our trademarks without our written permission.

You agree to use the Site in compliance with law. Do not disrupt the Site, access it through automated means, gain unauthorized access to it or its systems, or use it to harm others.

6. Third-party links

The Site may link to websites and services that we do not control. We are not responsible for them. A link is not an endorsement.

7. AS IS; NO WARRANTY

THE SITE AND ITS CONTENT ARE PROVIDED "AS IS" AND "AS AVAILABLE," WITH ALL FAULTS AND WITHOUT WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING ANY IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, ACCURACY, AND NON-INFRINGEMENT, TO THE FULLEST EXTENT PERMITTED BY LAW.

8. LIMITATION OF LIABILITY

TO THE FULLEST EXTENT PERMITTED BY LAW, TAXALY WILL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, OR CONSEQUENTIAL DAMAGES, OR FOR ANY LOSS ARISING FROM YOUR USE OF OR INABILITY TO USE THE SITE, OR FROM YOUR RELIANCE ON ITS CONTENT. TAXALY'S TOTAL LIABILITY ARISING FROM THE SITE OR THESE TERMS WILL NOT EXCEED ONE HUNDRED DOLLARS ($100). Nothing in these Terms limits liability that cannot be limited under law, including for fraud, willful misconduct, or gross negligence.

9. Changes

We may change or discontinue the Site at any time. We may update these Terms. Updated Terms take effect when we post them on the Site. If we make material changes, we will take reasonable steps to notify you, such as posting a notice on the Site.

10. Governing law and general

These Terms are governed by the laws of the State of California, without regard to its conflict-of-laws rules. The state and federal courts located in Santa Clara County, California have exclusive jurisdiction over any dispute, and you consent to venue there.

Some states do not allow certain liability limits, warranty disclaimers, or waivers of consumer rights. Where your state does not permit them, those terms do not apply to you, and the rest of these Terms stays in effect.

If any provision is unenforceable, the rest stays in effect. Sections 2, 3, 5, 7, 8, and 10 remain in effect after you stop using the Site. These Terms and the Privacy Policy are the entire agreement about the Site.

11. Contact

For questions about these Terms, contact us at support@taxaly.com.

Know where you stand.Before April.

Start with a paystub. Add the rest as you go.

Your projection

On track or not

How you handle it

It reads the paystub.It shows the math.

Your documents stay yours.

Owe nothing in April.Or pay just enough.

Choose your target

Choose how to pay it

How much to pay, and when

What total are you targeting?

How are you paying it?

Your total payment plan

Try the change.Then decide.

Change what you are considering

See the whole answer move

Or save it as a second plan

Quarterly updates.And any time you need.

Start the year

Check against last year

Mid-year check

Year end

Any time something happens

What people ask.

April will be here soon.

Early Access is full right now.

What Taxaly costs.

Why Early Access costs less than the standard price

Why we bring people on a few at a time

What happens to your price

What you get before you pay anything

What you get when you pay

Refunds

Renewal

What Taxaly is not

What is supported today

About Taxaly

What Taxaly does

Why we built it

Who we are

Where the product is today

Your data

Contact

Privacy Policy

1. Information we collect

2. Sensitive information

3. How we use information

4. AI services

5. How we share information

6. Analytics and cookies

7. How long we keep information

8. Security

9. Your privacy rights

10. Children

11. Changes to this Policy

12. Contact us

Website Terms of Use

1. What these Terms cover

2. Informational only; not advice

3. Sample figures and product information

4. Eligibility

5. Ownership and acceptable use

6. Third-party links

7. AS IS; NO WARRANTY

8. LIMITATION OF LIABILITY

9. Changes

10. Governing law and general

11. Contact