On your Tax Reserve account you'll see the familiar bar showing how much you should set aside for taxes. Until now you had to do this manually – from now on, it can happen automatically if you want it to.
With the new "Automatic set aside" feature, you can have your tax reserves transferred automatically from your main account to your Tax Reserve account. No calculating, no remembering – it just runs in the background.
Go to your Tax Reserve account and tap the selection button. From there you can:
set the percentage: 90%, 100% or 110% of the calculated amount
As soon as the automation is active, you'll see it at a glance – the status is shown right in the account, so you never have to dig around to check.
The calculation is based on your cash available. That way you always stay in control of what gets moved.
![Screen Recording 2026-07-02 at 2.36.50 PM.mov [video-to-gif output image]](https://downloads.intercomcdn.com/i/o/c9wnmh12/2517011247/24fb6b13921e34e5d26a8982bc8d/ezgif-82318f14a9997cb4.gif?expires=1787637600&signature=31cbb02e8f86880c7ec976d8349ca442aa7884a6eb6bc554262a63a8208afa84&req=diUmEcl%2FnINbXvMW3nq%2Bgd4XtUJCHfurnFaxu0JNnuZvvwHqir1wUgHdIIT%2B%0AqtpG9YyFYHoVaQPBc2Bmhohu720%3D%0A)
You're not locked in. Just tap "Manage it" again and you can:
adjust the percentage (e.g. switch from 100% to 90%)
turn the automation off completely
enable or disable it for individual taxes
Whether you're at your laptop or on the go with your phone: setup and management work the same way in the web version and the mobile app.
If there isn't enough money in your main account to set the amount aside automatically, we won't leave you hanging:
You'll get an email with a QR code so you can top up your account quickly
You'll also see a message directly in the app
That way you can react right away and your reserve stays on track.
If you have any questions, please feel free to contact our support team. 🚀
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Author - Sophia Merzbach
Sophia has been a key member of the Accountable team for many years, bringing a unique blend of journalistic precision and in-depth tax expertise to her work.
Who is Sophia ?Thank you for your feedback!
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06/04/2026
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