List your tax matters - costs you may claim, a refund you may be owed, a letter from the tax office or a tax debt. Every week it tells you what this usually is, the usual rules and steps for your place, the dates to act counted from your day, and what to ask a licensed tax professional. It covers 170 of 246 countries, each one in the country list below. Legal information, not legal or tax advice - every step shows where it comes from. For advice on your case, ask a licensed tax professional or your tax office.
Tax Steps explained 🔰
- It finds the usual tax rules for your kind of matter where you live - what this usually is and what usually happens next, what may be claimed back and on what conditions, the records to keep and where to answer - each step with the public page it comes from.
- You enter your country and up to 10 cases - what it is about in your own words, its kind, and the date on the letter or the day you paid if you like. To look up the rules, only your country and the kind are sent anywhere; your words and your day stay with us.
- A letter's photos: if you have a letter, a notice or a receipt read into a case, its photos and the words you write beside them are sent once to the service that reads them for us, and the photos are deleted within about a day.
- The dates: each time limit a source states is counted from your day, on our side. A tax debt, or a date within 14 days, comes first and is marked urgent, then a date within 60 days.
- What to ask: each case comes with the question to ask a licensed tax professional, and the steps name the tax office's own help where it has one.
- Shared, never yours alone: the rules for a place and a kind are read once a month and shared with everyone who asks the same - nothing about you or your cases is in them. Up to 3 are looked up a run, the rest on the next.
- How often: new or changed cases are read at the next hourly run if your limits allow it, then once a week, with a reminder until you remove the case. Saving never brings a run sooner than 6 hours after the last one started.
- Run now starts a run by hand, once a day across all your loops, and only while none of them is in the middle of a run. Your loops also share a spending limit; a run it holds back waits for its next turn.
- If 3 runs in a row fail, the loop pauses. Resume starts it again.
- A daily email sums up what your loops found - one email a day, and only on a day one of them found something. It is on until you switch it off - on a loop's page once the loop is part of your plan, or, if your plan includes Loops, on your dashboard.
- To stop it, use Remove your cases. Its past runs are kept.
- Legal information, not legal or tax advice - every step shows where it comes from. For advice on your case, ask a licensed tax professional or your tax office.
With it Grants and credits for your business or project - Grant FinderKeep a filing or answer date in DeadlinesThe costs you pay every month, and which to cut - Cost CuttingYour subscriptions, and which to keep - Subscription AuditMoney owed to you, from refunds to unclaimed funds - Money OwedA letter that is also a legal matter? Legal Steps