Tax differences, profit estimate, and credit points

This is an in-app estimate, not a filing with the Tax Authority. Some controls currently use Hebrew labels in both languages.

1. Open tax details

Desktop

1. Open Dashboard and find Tax obligations.
2. Choose See more details to open Tax details in the side sheet.

Mobile app

1. Open Dashboard and scroll to Tax obligations.
2. Tap See more details to open the full-screen Tax details page.

If setup is incomplete, the same button can say Start estimate, Set income tax, Set social security, or Answer tax questions. It opens the same tax-details view.

2. Check tax differences

In Tax details, go to הפרשי מיסים. For each tax: כרגע משלמים, מומלץ לשלם, Estimated year-end difference.

3. Income versus expenses estimate

Under Assumptions and inputs, choose הזנת הצפי שלך. Set business Income and Expenses. Choose זה הצפי שלי (This is my estimate), or leave the screen, to save. If both amounts are zero, confirm whether to save that zero estimate. צפי רווח שנתי updates.

4. Salary or extra income

Not on the estimate sliders.

• In Tax details, choose Update next to משכורת משכיר או פנסיה (שנתי).
• Or in the credit-points questionnaire, on the שכיר step.

If there is no salary or pension, leave the questionnaire switch off, or set the amount in Tax details to zero. You will see No extra income source included.

5. Credit-points questionnaire

In Tax details, under Assumptions and inputs, choose Answer tax questions (or מחשבון נקודות זיכוי in accounting settings). המשך after each step, then Save.

1. מין — זכר / נקבה
2. יש לך ילדים — מספר הילדים
3. If you have children: parenting questions and birth dates
4. משכורת משכיר או פנסיה (שנתי)? — turn on and enter the yearly amount
5. General questions (service, degree, new/returning resident)
6. Locality

After save: Saved successfully. You can update it from the same place.

Next steps

View reports · Cash flow