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RYE Tax Strategist Dashboard
Real-time W-4, pay stub, 401(k), and business-loss strategy dashboard. Enter year-to-date pay information and business activity, then get live projections and practical recommendations on withholding, 401(k) contributions, and Schedule C strategy before year-end.
Projected AGI
$0
Projected Federal Tax
$0
Projected Withholding
$0
Projected Refund / Owe
$0
1. Household Tax Profile
2. W-4 and Payroll Strategy
Use this section to model future payroll changes. W-4 changes withholding. 401(k) changes taxable income.
3. Year-to-Date Pay Stub Tracker
Enter each earner’s year-to-date numbers from the latest pay stub.
| Earner | YTD Gross Wages | YTD Federal Withholding | YTD 401(k) | Projected Gross Per Remaining Check |
|---|---|---|---|---|
| Taxpayer | ||||
| Spouse |
4. Schedule C / Business Strategy
5. Itemized / Other Deductions
6. Live Recommendations
7. Projection Breakdown
8. Scenario Tester
RYE Tax Engine Full Stack
Upload PDFs, tax photos, and text files. This app extracts text, auto-maps tax fields, calculates a draft federal and North Carolina return, generates a multi-form packet, and can push the finished package to your backend endpoints.
Reads PDFs
Yes
Reads Photos
Yes
Federal + NC Packet
Yes
Direct IRS e-file
No
1. Upload + Extraction
Ready for upload.
No files uploaded yet.
2. Backend Connection
Backend not connected yet.
Production note: true server-side storage, user auth, encryption, and any future e-file workflow must live on your backend, not inside Yola.
3. Review Extracted Fields
Core
Business
Home Office
Credits / Adjustments
North Carolina
Federal AGI
$0.00
Federal Refund
$0.00
NC Refund
$0.00
Net Federal Tax
$0.00
4. Export
Packet includes draft Form 1040, Schedule 1, Schedule C, Schedule 8812, Form 8995, Form 8829, Form 4562, and NC D-400 summaries.