Tax Center

The Tax Center organizes all of your finances for taxes by filing entity and by year.

It opens on a grid: your filing entities — Personal, plus each of your businesses — run down the side, and tax years run across the top. Each cell shows a status dot (filed, in progress, has activity but not started, or nothing yet) and, when the year has activity, a computed net figure. If you have no tax years yet, the page says so and asks you to categorize some transactions or upload a prior-year return to the Shoebox. Each cell is a link: clicking it opens that entity-year workspace as its own page (with its own address you can bookmark or share), where QLife Money automatically computes income and deductions from the transactions you've already categorized — Schedule C lines for a business, Schedule A lines plus income for personal — rather than making you type figures in by hand. Prior-year tax returns you upload to the Shoebox are recognized automatically and appear in the grid under the correct entity and year.

How to

Open an entity-year workspace

On the Tax Center grid, find the row for the entity (Personal or a business) and the column for the tax year.
Click that cell. The workspace opens showing computed Total Income, Total Deductions, and Estimated Net at the top.
Below that: an Income line, Deductions grouped by IRS line (with the Schedule C or Schedule A line reference and the number of transactions), and any uncategorized remainder.
Click '← Back to Tax Center' to return to the grid.

Finish categorizing so the numbers are complete

In a workspace, look for the amber 'uncategorized transactions' banner — it counts transactions in this entity and year that don't yet have a tax line.
Click 'Categorize' to jump to Transactions, where you can assign each one an IRS category (which places it on Schedule C or Schedule A).
Return to the workspace; the deduction totals update to include the newly categorized transactions.

Start a return and track its status

Open the entity-year workspace. If no return exists yet, click 'Start [year] return' — the computed income and deductions are prefilled.
Once a return exists, the workspace shows a computed-vs-return comparison, any documents attached from your Shoebox, and status buttons.
Click a status button — Draft, In Progress, Ready To File, Filed, Extended, or Amended — to record where the filing stands. The grid cell reflects the new status.

Reference

Entity: A filing entity — 'Personal' for your individual return, or one of your businesses. Personal transactions map to Schedule A; business transactions map to Schedule C.
DBA rollup: A business marked as a DBA of another entity (same EIN) does not get its own column here — its income, deductions, and net roll up into the parent entity's cell, which is captioned with the DBAs it includes (e.g. 'VGM LLC · incl. QVegas'). Set this on the business's Tax Profile card under My Businesses.
Grid status dot: Filed or Amended (✓, green); a return in progress (● — Draft muted, In Progress and Extended yellow, Ready To File cyan); has activity but no return started yet (● yellow — a nudge to begin); or nothing yet (○). Hover a cell to see its status. The legend under the grid reads Filed, In progress, Has activity — not started, and Nothing yet.
Computed rollup: Income and deductions calculated live from your categorized transactions for that entity and year — deductions grouped by IRS line. Income is derived from inflow transactions and is best treated as an estimate.
Estimated Net: Computed income minus computed deductions for the entity-year; the grid shows it under the dot as 'Net'. For a business this approximates Schedule C net profit.
Uncategorized: In-scope expense transactions for the year that don't yet have an IRS category, so they aren't counted in any deduction line. Categorize them to make the rollup complete.
Status: The stage of a return: Draft, In Progress, Ready To File, Filed, Extended, or Amended.