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Rolling Average & Linear Projection Settings
Rolling Average & Linear Projection Settings

We offer several methods for calculating your business projections

Christopher Ragain CPA avatar
Written by Christopher Ragain CPA
Updated over 7 months ago

Linear- Uses the data from Jan 1 of the current year until today, then extrapolates what the rest of the year will be. This is the best option for new businesses or businesses that change materially from year to year. If your business is seasonal this is not the ideal setting.

Rolling Average- Uses data from the last 365 days each time it syncs. Great for steady state businesses or seasonal businesses. Using rolling dates captures seasonal trends.

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