Know exactly what you owe each quarter. Track payments and avoid costly underpayment penalties.
Self-employed individuals must pay estimated taxes quarterly or face IRS penalties. AlphaTax calculates your quarterly estimates in real-time based on your actual income and expenses—not rough guesses. As your income changes throughout the year, your estimates update automatically. Track payments, see what's due, and get reminders before deadlines.
As you log income and expenses, AlphaTax calculates your projected annual tax liability.
View estimated payments for Q1, Q2, Q3, and Q4 based on IRS safe harbor rules.
Log your quarterly payments to see remaining balance and avoid overpaying.
Receive alerts if you need to adjust payments to avoid penalties or optimize cash flow.
Estimates based on your actual data, not arbitrary percentages or last year's return.
Know if you're on track to meet safe harbor requirements and avoid underpayment penalties.
See upcoming tax payments so you can plan your business cash flow accordingly.
Log payments made and see your remaining balance at any time.
See how different users benefit from this feature.
“Q3 income spikes due to large project”
AlphaTax recalculates and recommends increasing Q4 payment by $2,400 to avoid $180 penalty.
“Unsure how much to set aside for taxes”
Dashboard shows projected liability and suggests setting aside 25% of each payment received.
“Wants to optimize cash flow”
AlphaTax shows safe harbor payment amounts—pay the minimum required without risking penalties.
| Alternative | Limitation | AlphaTax Advantage |
|---|---|---|
| IRS Form 1040-ES Worksheet | Static calculation based on estimates, doesn't update | Dynamic calculations that update as your actual income changes |
| TurboTax/H&R Block | Calculate estimates once at filing time for next year | Real-time estimates throughout the year with payment tracking |
| Guessing/Rule of Thumb | 25-30% rule doesn't account for deductions or variable income | Precise calculations based on your actual financial situation |
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