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Review the provisional tax dashboard

Provisional Tax separates estimates from the actions that finalize them or record payments.

1 min read Updated Wed 9 Sep 2026 For accountants and business owners On every plan

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Topics

Find your tax estimates

  1. Open Provisional Tax.
  2. Review Dashboard for the estimate overview.
  3. Use Years to review the year-based register.
Provisional Tax Dashboard showing No provisional tax estimate yet

No provisional tax estimate yet means there is no estimate to display. New estimate is a separate action that requires creation access.

Viewing an estimate does not finalize it or record a payment. Creating, editing, finalizing and recording payments each require their own access. If you can view the dashboard but cannot perform one of those actions, ask an administrator to check the relevant permission. This overview does not calculate your tax liability.

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