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Quarterly tax estimate tracker

Stay ahead of quarterly payments with a simple template that pairs due dates, projections, and confirmation notes.

Quarter-by-quarter view

  • Q1 payment

    April 15, 2026

    Income from January 1 – March 31

  • Q2 payment

    June 15, 2026

    Income from April 1 – May 31

  • Q3 payment

    September 15, 2026

    Income from June 1 – August 31

  • Q4 payment

    January 15, 2027

    Income from September 1 – December 31

Safe harbor reminders

  • Pay at least 90% of your current-year tax or 100% of your prior-year tax (110% if 2025 AGI exceeded $150,000) to avoid penalties.
  • Update projections whenever income shifts more than 20% between quarters.
  • Store EFTPS or bank confirmations with your tracker for quick reference at filing time.

Keep EFTPS confirmations, updated projections, and notes on major business changes alongside the tracker so filing season is stress-free.

Quarterly estimate tracking template
QuarterProjected paymentActual paymentVarianceNotes
Q1Enter projected paymentLog actual paymentTrack varianceAdd notes or confirmation #
Q2Enter projected paymentLog actual paymentTrack varianceAdd notes or confirmation #
Q3Enter projected paymentLog actual paymentTrack varianceAdd notes or confirmation #
Q4Enter projected paymentLog actual paymentTrack varianceAdd notes or confirmation #

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