TAX ESTIMATES

Quarterly estimates, your way.

Spreadsheets, templates, workflows, or shell returns. Federal, state, and local estimated tax calculations for every entity type, with payment schedules your clients can follow.

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Instead quarterly estimate summary with federal and state amounts

ESTIMATED TAXES

Estimates however you want to work.

Use our templated workflows, build your own in Excel or Google Sheets, or run calculations inside a shell return. Instead gives you the tools. You choose the method.

HOW IT WORKS

From return data to payment schedule.

Upload prior year returns and current year projections. The agent calculates required estimated payments for each quarter, federal and state. It runs safe harbor analysis, checks annualized income installment method eligibility, factors in QBI deductions, and produces a payment schedule with exact amounts and due dates.

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Instead estimates workflow with prior return and quarterly payment schedule

FEDERAL

Federal estimated taxes. Every calculation built in.

Accurate. Automatic. Every quarter.

Required payments

Calculates minimum required estimated payments to avoid underpayment penalties under IRC §6654 and §6655.

Safe harbor analysis

Determines whether 100% or 110% of prior year tax applies. Recommends the optimal safe harbor approach.

Annualized method

When income is uneven, the agent tests the annualized income installment method to reduce early-quarter payments.

QBI impact

Section 199A deduction modeled into estimates, including wage and UBIA limitations for each qualifying business.

AMT projection

Alternative minimum tax estimated and factored into quarterly payments when applicable.

Credit offsets

Estimated credits (R&D, energy, foreign tax) reduce required payments. The agent factors them in automatically.

Instead state-by-state estimate breakdown

JURISDICTIONS

Federal, state, and local. Every jurisdiction.

IRS, 48+ state jurisdictions, and local municipalities. Instead calculates estimated tax payments for every jurisdiction where your client has a filing obligation. Each jurisdiction's rules, including different safe harbor thresholds, different due dates, and different annualization rules, are handled automatically.

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SAFE HARBOR

Know exactly where your client stands.

Every method calculated. Every threshold checked.

100% prior year safe harbor

For clients under the AGI threshold. The agent calculates the minimum payment to meet this standard and flags any shortfall.

110% prior year safe harbor

For high-income clients above $150K AGI. Automatically applies the higher threshold and adjusts quarterly minimums.

90% current year method

Projects current year liability and calculates 90% minimum. Useful when income drops significantly year-over-year.

Annualized income installment

Tests each quarter independently using actual income received. Reduces early payments when income is back-loaded.

Penalty exposure estimate

When a client is short, the agent calculates estimated penalty exposure per quarter so you can decide whether to catch up.

Withholding credit tracking

W-2 withholding, estimated payments already made, and entity-level credits applied against the required minimum for each quarter.

BY ENTITY

Estimated taxes for every entity you serve.

Individual (1040)

Quarterly estimates with safe harbor, AMT projection, QBI impact, and multi-state allocation. Schedule C and K-1 income included.

C corporation (1120)

Corporate estimated tax calculations under §6655. Annualized income method, prior year safe harbor, and credit offsets.

S corporation (1120-S)

Pass-through estimates at the shareholder level. State-level entity tax estimates where applicable (CA, NJ, NY PET).

Partnership (1065)

Partner-level estimated tax projections from K-1 allocations. State PET calculations where elected.

Trust & Estate (1041)

Fiduciary estimated taxes based on projected DNI, distribution schedules, and applicable trust tax brackets.

BATCH

Run estimates for your entire book.

Use Grids to run estimate workflows across hundreds of clients in one batch. Upload a CSV of clients and projections, or connect to your document storage. The agent processes each client individually and delivers a complete payment schedule per client, ready to review and send.

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Instead Grid view with client rows and quarterly estimate columns