Understand your books and tax estimate
Where to see your income, expenses, profit, and quarterly tax estimate in Job Assistant.
Your books update themselves as you invoice and log expenses — no separate accounting app needed.
- 1Go to Books to see income, expenses, profit, and your tax set-aside at a glance.
- 2Log business expenses and receipts so your profit and deductions stay accurate.
- 3Check Books → Tax reports for your quarterly estimate and a full breakdown.
- 4On the General Contractor plan, switch to Advanced books for job-costing, cash tracking, and a QuickBooks export.
Set aside for taxes
A common rule is to set aside 25–30% of profit as you go. Job Assistant's tax estimate helps you know roughly what to reserve.
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