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Adjusting the US tax table
Updating the currency to your currency of choice
We strongly recommend users outside the US use the Excel version of the Wealth Planner, as it’s much easier to make updates to currency in Excel!
Since the US Tax Liability table feeds the tables to the right (your Estimated Monthly Breakdown and your Example Monthly Goal Breakdown), you’ll just need to clear out a few cells.
Users outside of the US:
Enter your Expected Gross Annual Income in cell I4.
Zero out the formulas in the tan cells (I11 through I19), shown to the right.
Manually enter your total tax liability (the total amount of your income you pay in taxes in your country) in cell I13.
This will manually override the US tax calculations and produce Monthly Breakdowns that are accurate to your situation.
This should take no more than five minutes, and involves selecting all cells in the worksheet and updating the currency at the spreadsheet level, then correcting the percentages that were changed.
Check out the video for full instructions.
Be careful not to cut & pasting cells. This can create #REF errors. (Copy & paste is fine.)
Only change data in the white cells. Colored cells have formulas in them to make the Planner work!
Avoid adding or deleting rows & columns. (Hiding rows and columns is fine.)
Looking for the full FAQ list? Check it out here.
While I love diving into investing- and tax law-related data, I am not a financial professional. This is not financial advice, investing advice, or tax advice. The information on this website is for informational and recreational purposes only. Investment products discussed (ETFs, index funds, etc.) are for illustrative purposes only. It is not a recommendation to buy, sell, or otherwise transact in any of the products mentioned. Do your own due diligence. Past performance does not guarantee future returns.
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