Quarterly Tax Estimator

Overview

Calculates estimated quarterly tax payments for self-employed individuals and business owners filing Form 1040-ES. Uses your year-to-date income, effective tax rate, and IRS safe harbor rules to determine how much to pay each quarter.

Wilson Tools Used

• spending_summary — Pull income totals for the current tax year
• transaction_search — Find estimated tax payments already made (IRS, state tax authority)
• export_transactions — Export payment history for recordkeeping

Workflow