The solo bottleneck
Spending gross revenue is how tax season becomes a crisis.
This guide is part of a free series: 50 useful automations for people running the business alone. Download the printable PDF anytime: Free PDF — Auto-set-aside tax money every time you get paid.
Stack that stays small
Separate tax account + transfer rule on payout.
Tools named here: Stripe, Wise, Bank rules. Prefer official docs and native features before adding another SaaS.
Ship the automation
Open a separate savings/tax account.
On each Stripe payout, move 25–35% (or your rate) to tax.
Automate with bank rules or a Zap + Wise.
Quarterly: pay estimates from that account only.
Keep it honest
Talk to an accountant for your rate. The automation is the habit enforcer.
Automations should reduce decisions and errors — not hide broken processes. If a Zap fails weekly, fix the process or delete the Zap.
Download
Grab the free PDF for this task: Download PDF. Or browse the full set from the homepage automation carousel.