United States

AgentBook in the United States#

Tax estimate#

Your income tax estimate uses the real federal brackets — single or married filing jointly, whichever you've set in Settings → Tax config. Self-employment tax (Social Security + Medicare) is calculated on your net self-employment income, with the Social Security wage base cap applied correctly, not approximated.

The 0.9% Additional Medicare Tax follows your filing status — $250,000 filing jointly, $125,000 married filing separately, $200,000 otherwise — and your W-2 income consumes that threshold before your business income is tested against it. If you have a salary as well as a side business, that matters: at $150,000 of wages only $50,000 of the threshold is left, so the surtax can start on business income well under $200,000. It's also excluded from the one-half self-employment tax deduction, which is where it belongs — it's computed on Form 8959, not Schedule SE.

Mileage#

The IRS standard mileage rate applies — a flat per-mile rate, updated once a year by the IRS. No tiering; every mile counts at the same rate regardless of how much you've driven year-to-date.

Payroll#

Employees get federal withholding plus your state's income tax withholding (a per-state lookup — nine states have no income tax at all). Year-end forms are real W-2s; quarterly/annual payroll tax deposits track toward Form 941 and Form 940.

Sales tax#

Invoices apply your state's real sales tax rate automatically once you've set your nexus state in Business Profile.

Per-diem#

US tenants can book a flat daily meal & incidentals (M&IE) rate instead of itemizing every meal, using the GSA's published per-city rates — this feature is US-only (see Supported countries for why).

Getting set up#

Set your country to United States and your state in Business Profile — everything above follows from that one setting.

Next: Reports & tax