TToolWise Digital Shop on Etsy →

Decision engines

How much should I set aside for taxes?

Freelancers and small-business owners get caught out by taxes because nothing is withheld. Enter your monthly profit and this shows what to set aside every month and quarter — self-employment tax plus income tax — so you're always ready.

  1. Your profit
  2. Self-employment tax
  3. Income tax
  4. Your set-aside
Set aside enough of each month's profit to cover self-employment tax (15.3% of net) plus your income tax — for most self-employed people that lands around 25–30% of profit. Putting it aside monthly means the quarterly estimated payment is already covered. This tool gives you the exact monthly, quarterly, and annual amount for your numbers.

Your income

Your self-employment income after business expenses, before tax.
Your federal (and state, if any) income tax bracket estimate. 10–22% is common.
Set aside / month
Set aside / quarter
Set aside / year
You keep / month

Planning estimate only — general information to help you think it through, not financial, tax, or legal advice. Your numbers stay in your browser.

Enter your numbers

Fill in the fields above for your verdict.

What would change my answer?

The tipping points around your result — so you know the conditions, not just the answer:

No sign-up No ads Runs in your browser — your numbers never leave your device

How this is calculated

Self-employment tax = 15.3% (Social Security + Medicare) on 92.35% of your net profit — this is the part employees split with an employer, so as your own boss you owe both halves. Income tax = your estimated effective rate on the profit.

Added together and divided into a monthly figure, that's your set-aside. Multiply by three for the quarterly estimated payment.

A planning estimate, not tax advice. Actual tax depends on deductions, credits, filing status, state, and total household income — confirm with a tax professional and the IRS estimated-tax rules.

Quick FAQ

How much should I set aside for taxes as a freelancer?

A common safe rule is 25–30% of your net profit, set aside every month. The exact figure is self-employment tax (15.3% of 92.35% of profit) plus your income tax rate. Setting it aside monthly means you always have the quarterly estimated payment ready.

What is self-employment tax?

It's the 15.3% Social Security and Medicare tax on your net self-employment earnings (calculated on 92.35% of profit). Employees split this with their employer; when you're self-employed you pay both halves, which is why your set-aside is higher than a comparable salary's withholding.

When do I actually pay this?

The IRS expects quarterly estimated payments (roughly April, June, September, and January). Missing them can trigger penalties even if you pay in full at year-end — which is why setting the money aside monthly, then paying quarterly, keeps you safe. Confirm dates and rules with the IRS.

Last reviewed: September 2026. Free to use, no signup — a ToolWise Digital decision engine.

Run this decision every month

Our ready-made Google Sheets & Excel trackers keep the numbers behind this decision up to date all year — each with a free phone version.

Browse the shop →