Completing the Estimation Interview
Updated over a week ago

This article was updated for Tax Year 2023, last edited on January 5th, 2023.

april Estimator and april Optimizer are intended to help users predict their potential federal taxes. This information can then be used to adjust tax withholding or other details based on expected taxes. In order to predict your taxes, the estimation process will need specific information from you. Some of this information may be manually entered by you while other information will be pulled over from the partner that referred you to april (e.g., your bank or payroll provider).

For coverage details and other important legal information about Estimator and Optimizer, you can read more here and here.

How To Get An Estimate

  1. Click Get started to start the estimation process.

  2. Click Continue.

    A screencapture showing the explainer window for Estimator and the stated Continue button.

  3. Select your intended filing status. Each filing status has its own requirements and potential effects on your taxes.

  4. Enter your date of birth to indicate your age. If filing married jointly, you’ll also need to enter your spouse’s date of birth.

    Note: if at any point you need to navigate backwards in the process to a previous screen, you can use the back button ( < ) in the upper left corner.

    An example screenshot of the birthdate selection screen in Estimator, including the visible back button.

  5. Select if you (and/or your spouse, if filing married jointly) are considered legally blind. The IRS considers you legally blind if your vision isn't better than 20/200 in your best eye even with glasses or contacts, or your field of vision is 20 degrees or less. This can affect your deduction options.

  6. Select if you (and/or your spouse) can be claimed as dependents. If you’re unsure, you can check out our Guide to Claiming Dependents.

  7. Provide your current job details. The most critical information will be your pay information, including pay cycle information and annual gross salary.

  8. Select if you currently have (or intend to have) any other withholding jobs this year. These are typically jobs where you would get a W-2 form.

    If yes, enter the job information.

  9. Select any planned alternative income sources for this year.

    • Self-employment income (this includes freelance, contract, consulting, and gig economy work)

    • Investment income (this includes net capital gains, crypto profits, and interest and dividends)

    • Other income (this includes retirement distributions and social security, rent, royalties, gambling, unemployment, and any other income subject to tax)

  10. If you’ve selected any alternative income sources, you’ll need to enter relevant information for them.

  11. Select if you plan to claim any dependents. If you’re unsure, be sure to check the Guide to Claiming Dependents.

  12. If you’re claiming dependents, you’ll need to answer a few questions about your dependents. Different dependent details can affect what credits and deductions you qualify for, which can affect your tax estimate.

  13. Complete any remaining questions.

  14. Your estimate will now be visible in your account.

This content is provided for informational purposes only and should not be construed as tax, legal, financial, accounting, or other advice. Rules and regulations vary by location and are subject to change, so please consult with an expert if you need advice specific to you.

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