Your tax-year record
Organize income records, withholding, payments, supporting documents and copies of returns by person, country and tax year.
MALIYATI FREEDOM · Tax Records & Planning
Keep the records. Understand the position.
A planned connection between your financial records, tax documents and the decisions that affect your future.
This page explains a future product area. Its tools are not yet available in the application.
What this area is intended to help you do
From books to filed figures
Explain adjustments between the personal records and the figures shown on a final tax return.
What was filed and what changed
Keep original and amended copies, adviser notes and the source of any recorded filing acknowledgement.
Planning with visible assumptions
Separate estimates from filed results. Show the year, jurisdiction and reviewed rules behind future calculations.
A clear boundary between records and decisions
US support is the initial direction; UK support requires its own rules and validation. A user-uploaded return or a user-entered filing status is a retained personal record, not confirmation from the IRS or HMRC. This planned module does not currently calculate or submit tax returns.
The longer-term aim is to connect tax-aware cash flow and retirement assumptions with Freedom, while keeping original documents and a clear review trail.
Part of the same Freedom journey
My Money
A planned personal and household money workspace connecting everyday records, budgets and the assets and debts behind your Freedom plan.
Explore My Money ↗Tax Records & Planning
A planned connection between your financial records, tax documents and the decisions that affect your future.
Explore Tax Records & Planning ↗Family & Legacy Planning
A future planning area for understanding what you own, who you want to provide for and the records needed to discuss your legacy.
Explore Family & Legacy Planning ↗