Docs

Tax estimates from transactions and tax profile rules

This page shows taxable income, the active tax profile, the current tax estimate, due dates, and warnings about missing data. Open the calculation details to see the transactions and tax profile rules used for each amount. This is an estimate, not tax advice.

DocumentationDocsGuideTaxTax EstimateTax DashboardFinancial Obligations

Active tax profile and reporting period

The calculation uses one active tax profile, one reporting period, and the selected report currency. Check the profile and period before comparing the estimate with a tax return.

Income, deductions, and estimated tax

The calculation lists the transactions included in taxable income, the rate applied to each range, and the deductions used. Missing or misclassified transactions should be corrected in transaction history.

Calculation warnings

Warnings identify missing exchange rates, transactions that matched no rule, deductions limited by a cap, and incomplete periods. Each warning links to the missing rate, unmatched transaction, capped deduction, or incomplete period.

Limits of the tax estimate

Tetri applies the active tax profile rules to recorded transactions. It does not interpret local law, file a return, or replace a tax professional.