Yes, you can add funds to your Tax Bucket at any time, directly from your checking account balance. This is useful when you receive income outside of your automatic savings rule, want to top up before a quarterly estimated tax deadline, or are setting aside funds from a large one-time payment.

Plan note: The Tax Bucket is available on Lili Premium, Lili Smart, and Lili Pro plans. If you're on Lili Basic, upgrade your plan here to access this feature.

How the Tax Bucket works (quick recap)

Your Tax Bucket is a separate balance within your Lili checking account, not a separate bank account, designed to help you set aside funds for quarterly federal and state estimated taxes. You can fund it two ways:

• Automatically - Set a percentage of every income deposit to move into the Tax Bucket. Lili can suggest a rate based on your income. (Recommended:  Set up automatic Tax Bucket savings)
• Manually - Move any amount from your checking balance into the Tax Bucket at any time (see steps below).

Funds in your Tax Bucket are never locked, you can withdraw them back to your checking account at any time. 

Add funds manually - Web App

1. Sign in to your Lili Web App and go to your Dashboard.
2. In the Checking Account window, click on Tax Bucket -> Manage.
3. Click the Deposit option just below the Tax Bucket balance.
4. Enter the amount you want to move (up to your available checking account balance).
5. Click Add to confirm. The transfer is instant.

Add funds manually - Mobile App

1. Open the Lili Mobile App and tap the Main Menu (top-left corner).
2. Tap Tax Bucket to open the Tax Bucket hub.
3. Tap the Deposit button.
4. Enter the amount you want to move (up to your available checking account balance).
5. Confirm the transfer. Funds appear in your Tax Bucket immediately.

When should I top up my Tax Bucket?

Use manual top-ups at these key moments in your business year:

• After a large project payment - Set aside your estimated tax share before it blends into operating cash
• Before quarterly deadlines - U.S. estimated taxes are typically due in April, June, September, and January. Check your Tax Bucket balance ahead of each deadline to make sure you're covered
• When onboarding to Lili - If you're switching banks mid-year, a manual deposit lets you consolidate your existing tax reserves immediately

Related Articles

• How do I open a Tax Bucket and set up automatic tax savings?
• How do I transfer funds out of my Tax Bucket?
• How do I manually add funds to my Savings Account?

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