Does it replace our tax software's estimate vouchers?

It covers the period between returns: projections that change during the year, mid-year catch-up amounts, and a schedule across all clients. The return software stays the record for the filed return.

How many clients can I keep?

5 on a free account, 50 on Starter (about $14 a month for 50 clients) and 1,000 on Pro (about $33 for 1,000). Letters and the CSV schedule are part of the paid plans.

Federal estimated tax · 2026

Estimated tax letters and schedules for your clients

Enter each client's projection once, adjust it when they send new figures, and print a one-page letter with the amounts and due dates. Export the schedule of every client to one CSV for reminders and follow-up.

ClientName

Backup

Restore from backup

Clients are saved in this browser only. A backup moves them to another computer.

0 of unlimited clients saved in this browser

Filing▾

Tax yearFiling statusAged 65 or olderBlind

Income for the year▾

Self-employment profit

Net profit after business expenses (Schedule C)W-2 wages

Interest, ordinary dividends, rents

Not including qualified dividendsQualified dividends

Net long-term capital gain

A net loss counts up to $3,000Other taxable income

Retirement distributions, unemployment, short-term gains

Adjustments and deductions▾

Self-employed health insurance

SEP, SIMPLE, solo 401(k), IRA

Other adjustments

HSA, student loan interest, educator expensesItemized deductions

Used only if larger than the standard deduction

Business (QBI deduction)▾

Specified service business (consulting, law, accounting, health, financial services, performing arts, athletics). Matters only above $201,750 of taxable income ($403,500 joint).W-2 wages paid by the business

Qualified property (UBIA)

Dependents and credits▾

Children under 17Other dependentsOther nonrefundable credits

Education, child care, energy credits

Withholding and last year▾

Federal tax withheld this year

Expected total for the year, from pay stubs and 1099s

Last year's total tax

Form 1040 line 24, less refundable creditsLast year's AGI

Form 1040 line 11; over $150,000 means 110%

Estimated payments

None needed

Withholding covers the tax to within $1,000.

Due	Paid	Amount
Q1 April 15, 2026		—
Q2 June 15, 2026		—
Q3 September 15, 2026		—
Q4 January 15, 2027		—

Total income: $0
Adjusted gross income: $0
Standard deduction: −$16,100
Taxable income: $0
Income tax: $0
Total federal tax: $0
Effective rate · top bracket: 0% · 10%

Without last year's tax, the safe harbor is 90% of this year's tax. Enter last year's total tax to see whether paying 100% (or 110%) of it is lower.
The tax left after withholding is under $1,000, so no estimated payments are required for this year.

One place for the whole book

Each client keeps their filing status, income, withholding, last year's tax and the payments already made. Payments that fall short are carried into the next installment, so a letter in June shows what is needed to catch up, and a past-due installment is flagged.

The letter

A plain one-page letter: the projected tax, which safe harbor the plan is built on, the four amounts and dates, and how to pay through IRS Direct Pay or EFTPS. Print it or save it as PDF from the browser's print dialog, and edit the salutation per client.

Client data stays with you

The planner runs in your browser and saves clients in this browser's storage. No client names or figures are sent to our servers. A backup file moves the client list to another computer.

Pricing

Free

5 saved clients

Without an account: 1 saved client

Create free account

✓2026 federal figures from the IRS
✓Self-employment tax and QBI deduction
✓90% / 100% / 110% safe harbor
✓Payment letters and CSV schedule (paid plans)
✓Calendar file with all four due dates
✓Client figures stay in your browser

Prices in USD are approximate. Checkout charges the exact amount in USD at Stripe’s exchange rate (a 2–4% conversion fee is included), or in euros if you prefer. No VAT or sales tax is added. Monthly, cancel any month. The calculator is free on every plan; plans differ in how many clients you can save and in letters and the CSV schedule.

Questions

Does it replace our tax software's estimate vouchers?: It covers the period between returns: projections that change during the year, mid-year catch-up amounts, and a schedule across all clients. The return software stays the record for the filed return.
How many clients can I keep?: 5 on a free account, 50 on Starter (about $14 a month for 50 clients) and 1,000 on Pro (about $33 for 1,000). Letters and the CSV schedule are part of the paid plans.