Docs

Tax

Set aside as you earn, see the deadlines coming, and log what actually went out.

Expenses → Tax — the pot, paid-this-year and VAT cards over the derived deadline schedule

Three layers

The pot is what you’ve set aside, measured against what’s accrued on the year’s paid work — the bar says whether today’s pot covers what’s still to pay, and where your set-aside reaches by the deadline. It’s one number with two doors: this card and the one on Savings edit the same pot. The schedule (“Coming up”) derives your country’s real deadlines live — income dates from the recipe’s calendar, VAT returns from your quarters — with amounts from the same simulation the forecast runs, so it’s always current and never stored stale. The log records what you actually paid.

Logging a payment

“Log payment…” on any deadline stages its date and kind into the quick-add with focus on the amount — you correct it to what really went out, then commit; the page jumps to the row, swapping fiscal years if the payment belongs to another one. A future-dated payment is a scheduled row: it stands the calendar’s estimate down (its deadline reads “scheduled ✓”), the forecast pays your number on your date, and it edits or deletes like any row. Logging a past income payment drains the pot on its own — no bookkeeping to do.

When tax leaves the balance

By default toqe runs set-aside: tax is netted off each payment as it lands, and deadlines only drain the pot — the balance never jumps. Where your country names real payment dates, Settings → Tax offers at the deadlines instead: income lands gross and the accrued liability leaves the balance on the dates — the bank-account view, cliffs and all. The forecast, the chart and the schedule follow whichever clock you pick.

The recipes

Pick where you pay tax and the whole instrument follows — bands and social charges, the fiscal year, deadline dates, the local word for VAT — for the UK, Ireland, France, Germany, Spain, Portugal, Greece, the US, Canada and Australia. Where a recipe involves a real premium (Germany’s private health insurance, say), toqe stores it as an actual expense row it creates or adopts — so the forecast, the ledger and the deduction all read the same number.

Estimates are estimates — the schedule says so on its face. toqe reserves and reminds; your accountant files.