This article was updated for Tax Year 2023, last edited on January 5th, 2024.
The april Estimator (and estimating portion of april Optimizer) bases your estimate on certain information that you provide, as well as other factors such as then-current tax regulations. This means there are key details the estimation process will need from you. It is required that you have at least three paychecks to be able to move you forward in the process.
You may be able to import some or all of these fields automatically from the partner that referred you to april (e.g., your bank or your payroll provider).
DOB for yourself (and spouse if filing married jointly)
Current job information
Employer Name
Employer Address
EIN (Employer Identification Number)
Current job pay cycle information
Start date (use January 1st if the job began before the start of the current year)
First pay period end
Pay cycle cadence
Salary
Job and pay cycle information for other withholding jobs (if applicable)
Additional income sources (if applicable)
Self-employment
Income predicted, after deducting business expenses but not deducting taxes
Investments
Estimate of interest, dividends, or capital gains (such as stock, mutual fund, ETF, or other sales)
Estimate of how much will be withheld for taxes
Other income
Estimate of income total
Estimate of how much will be withheld for taxes
Dependents (how many and, if applicable, ages)
For coverage details and other important legal information about Estimator and Optimizer, you can read more here and here.
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