The Stessa Tax Center
Essential resources to tame the chaos of tax season once and for all.
Don’t have a Stessa account? Get Started for Free >
Step 1
Sign up or log in to Stessa
The 2026 Tax Guide and other helpful tax materials are available within the Resources section of your Stessa account.
Step 2
Aggregate your transactions
Refresh your transaction links; fill gaps with CSV or QIF files; scan receipts with the Stessa iOS or Android mobile app.
Step 3
Get your tax package
Your personalized Stessa Tax Package includes an income statement, net cash flow report, and a ZIP file with receipts for backup.
Deadlines
2025 Tax Deadlines
Annual
| Return Type | Deadline |
|---|---|
| Form 1099 | January 31, 2026 |
| Partnership Form (1065) | March 16, 2026 |
| Extension (1065) | September 15, 2026 |
| Individual (1040) | April 15, 2026 |
| Extension (1040) | October 15, 2026 |
Quarterly
| Payment Period | Due Date |
|---|---|
| September to December (2025) | January 15, 2026 |
| January to March | April 15, 2026 |
| April to May | June 15, 2026 |
| June to August | September 15, 2026 |
| September to December | January 15, 2027 |
Meet Stessa
Maximize returns.
Eliminate the busywork.
Free yourself from the endless tyranny of manual tasks. Track income and expenses seamlessly, draft leases, screen tenants and collect rent online, simplify tax time, and use real-time dashboards to manage smarter and faster.
See how Stessa can make taxes a breeze
* For Stessa/Roofstock customers with an interest-bearing deposit account in the Non-Pro or Pro Category, the interest rate and Annual Percentage Yield (APY) are
dependent on the previous month’s aggregate month-end ending balances under a single login, as well as your subscription level (Non-Pro: Essentials or Manage; or Pro)
and account tier with us. The rates are effective as of 04/01/2026, are variable and subject to change after account opening. Fees may reduce earnings.
Non-Pro Category:
For Essentials or Manage users, the following rates will apply:
- Essentials or Manage – Tier 1: Accounts with the previous month’s aggregate month-end ending balances under a single login between $0.00-$9,999.99 will have an interest rate of 0.53% with an APY of 0.53%.
- Essentials or Manage – Tier 2: Accounts with the previous month’s aggregate month-end ending balances under a single login between $10,000.00-$49,999.99 will have an interest rate of 0.86% with an APY of 0.87%.
- Essentials or Manage – Tier 3: Accounts with the previous month’s aggregate month-end ending balances under a single login between $50,000.00-$99,999.99 will have an interest rate of 1.20% with an APY of 1.20%.
- Essentials or Manage – Tier 4: Accounts with the previous month’s aggregate month-end ending balances under a single login between $100,000.00-$249,999.99 will have an interest rate of 1.53% with an APY of 1.54%.
- Essentials or Manage – Tier 5: Accounts with previous month’s aggregate month-end ending balances under a single login is $250,000.00 or more will have an interest rate of 1.86% with an APY of 1.88%.
Pro Category:
For Pro users, the following rates will apply:
- Pro – Tier 1: Accounts with the previous month’s aggregate month-end ending balances under a single login between $0.00-$9,999.99 will have an interest rate of 1.33% with an APY of 1.34%.
- Pro – Tier 2: Accounts with the previous month’s aggregate month-end ending balances under a single login between $10,000.00-$49,999.99 will have an interest rate of 2.00% with an APY of 2.01%.
- Pro – Tier 3: Accounts with the previous month’s aggregate month-end ending balances under a single login between $50,000.00-$99,999.99 will have an interest rate of 2.33% with an APY of 2.35%.
- Pro – Tier 4: Accounts with the previous month’s aggregate month-end ending balances under a single login between $100,000.00-$249,999.99 will have an interest rate of 2.66% with an APY of 2.69%.
- Pro – Tier 5: Accounts with the previous month’s aggregate month-end ending balances under a single login is $250,000.00 or more will have an interest rate of 3.19% with an APY of 3.24%. APY for the account may change at any time, before or after the account is opened. No minimum balance or opening deposit required. Fees could reduce earnings on the account.
Stessa is a financial technology company and is not an FDIC-insured bank. Banking services provided by Thread Bank, Member FDIC. FDIC Insurance available for funds on deposit through Thread Bank, Member FDIC. FDIC deposit insurance covers the failure of an insured bank. Certain conditions must be satisfied for pass-through deposit insurance coverage to apply.
Your deposits qualify for up to $3,000,000 in FDIC insurance coverage when placed at program banks in the Thread Bank deposit sweep program. Your deposits at each program bank become eligible for FDIC insurance up to $250,000, inclusive of any other deposits you may already hold at the bank in the same ownership capacity. You can access the terms and conditions of the sweep program at https://thread.bank/sweep-disclosure/ and a list of program banks at https://thread.bank/program-banks/. Please contact [email protected] with questions on the sweep program. Pass-through insurance coverage is subject to conditions.
No minimum balance or opening deposit required. Fees could reduce earnings on the account. Account holders can earn 1.10% cash back on debit card purchases. Cash back earned each month will be credited to your account by the next month’s statement cycle. ATM transactions, the purchase of money orders or cash equivalents, loan payments and account funding made with your debit card are not eligible for cash back rewards. Terms and eligibility requirements apply.
Essentials is a free plan and Manage and Pro are premium subscription plans. The terms and conditions for Stessa Plans are subject to change, including pricing.
