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Icon of program: TaxSet

TaxSet for iPhone

A simpler way to set aside tax money

  • Free
  • 4.6
  • V varies-with-devices

A simpler way to set aside tax money

TaxSet is a finance app that helps users estimate how much of their earnings should be set aside for taxes. Users can record income and expenses, choose their own tax rate, monitor quarterly totals, and see how much remains after setting aside the estimated amount. 

With CSV export, JSON backups, savings goals, themes, and offline functionality, TaxSet offers a straightforward approach to tracking tax-related savings while emphasizing privacy and transparent calculations for independent earners. Instead of connecting to bank accounts or relying on online services, it keeps financial information stored locally on the device.

Keep taxes on track

TaxSet focuses on simplicity by turning income and expense tracking into a clear quarterly calculation. Users can enter earnings, record spending, select a preferred tax rate, and immediately see their set-aside amount and “Yours to keep” figure. A savings goal with a progress ring adds another useful visual reference, while monthly and quarterly histories provide running totals for monitoring financial progress over time with less effort.

The app places strong emphasis on privacy and local storage, keeping financial data on the device rather than uploading or synchronizing online. TaxSet requires no account, sign-in, bank connection, subscription, or advertisements, and it can operate in airplane mode. Users can also export records as CSV, create full JSON backups, and import backups when changing phones, giving them practical control over their financial records whenever needed and retained locally.

That said, the app is an estimator rather than tax advice, which limits how precisely it can represent real-world tax obligations. The app applies one user-selected rate and does not account for brackets, deductions, credits, thresholds, or local tax rules. This straightforward approach makes calculations easy to understand, but users preparing actual filings will still need to verify figures with a qualified tax adviser familiar with their jurisdiction.

For quarterly tax planning

TaxSet delivers a simple, private, and transparent approach to tax savings, combining quarterly calculations with income and expense tracking. Its offline design, local storage, backup options, and straightforward formulas make it accessible for users who want greater control over their financial information. Although its simplified calculations cannot replace jurisdiction-specific tax guidance, the app provides a practical way to estimate savings and understand what remains available to spend.

  • Pros

    • Simple quarterly tax calculations
    • Private, offline financial tracking
    • CSV and JSON backup options
  • Cons

    • Not a substitute for jurisdiction-specific tax advice
Icon of program: TaxSet

TaxSet for iPhone

  • Free
  • 4.6
  • V varies-with-devices
Laws concerning the use of this software vary from country to country. We do not encourage or condone the use of this program if it is in violation of these laws. MySoftwareGuide may receive a referral fee if you click or buy any of the products featured here.