Give your next tax payment a plan.
When income changes, last year’s payment amount may no longer match this year’s situation. Organize your estimate, withholding, and payments already made so you can review what comes next.
Use the planner to work through remaining payment targets and monthly savings needs, then revisit the inputs as the year develops. Record money already paid and cash reserved for taxes to keep the two separate.
State tax is an optional annual estimate you enter yourself; this tool does not calculate your state tax. Updating a target now does not automatically remove an underpayment penalty from an earlier period.
A good fit if: Your main question is how to plan estimated payments and set money aside. Choose the Self-Employed Toolkit for its more detailed deduction and retirement planning.
Designed for desktop Excel. Download help: taxademicstoolkits.com/workbook-help.
Educational planning estimates; not tax preparation or individualized tax or legal advice.
Interior previews show the workbook layout and illustrative sample or default inputs. Your results depend on your entries.
Give your next tax payment a plan.
When income changes, last year’s payment amount may no longer match this year’s situation. Organize your estimate, withholding, and payments already made so you can review what comes next.
Use the planner to work through remaining payment targets and monthly savings needs, then revisit the inputs as the year develops. Record money already paid and cash reserved for taxes to keep the two separate.
State tax is an optional annual estimate you enter yourself; this tool does not calculate your state tax. Updating a target now does not automatically remove an underpayment penalty from an earlier period.
A good fit if: Your main question is how to plan estimated payments and set money aside. Choose the Self-Employed Toolkit for its more detailed deduction and retirement planning.
Designed for desktop Excel. Download help: taxademicstoolkits.com/workbook-help.
Educational planning estimates; not tax preparation or individualized tax or legal advice.
Interior previews show the workbook layout and illustrative sample or default inputs. Your results depend on your entries.
Watch the Quarterly Tax Planner in action. Follow example inputs through to the results, and use full screen to see the whole worksheet. Illustrative figures only; your results depend on your entries.
