Getting Started
Setting up your profile
Configure your profile for accurate tax calculations
Setting Up Your Profile
A complete profile ensures accurate tax calculations and personalized recommendations.
Accessing Your Profile
Tap the Profile icon in the bottom navigation or go to Settings.
Essential Information
Income Type
Select what best describes you:
Annual Income Estimate
This helps us provide relevant tips. You can:
State of Residence
Your state affects certain calculations. Select from the 36 states or FCT.
Rent Information
If you pay rent:
Optional Information
Saving Changes
All changes save automatically. You'll see a confirmation message when updates are saved.
