US Estimated-Tax Plan
Plan quarterly US estimated tax (Form 1040-ES / 1120-W): project taxable income, apply a bracket schedule, run the safe-harbor check and split the required payment into the four quarterly installments with their due dates.
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US Estimated-Tax Plan
Plan quarterly US estimated tax (Form 1040-ES / 1120-W): project taxable income, apply a bracket schedule, run the safe-harbor check and split the required payment into the four quarterly installments with their due dates.
Plan quarterly US estimated tax (Form 1040-ES / 1120-W): project taxable income, apply a bracket schedule, run the safe-harbor check and split the required payment into the four quarterly installments with their due dates.
Key Features
quarterly estimated-tax installments rather than waiting for
quarterly estimated-tax installments rather than waiting for the annual return. Individuals use Form 1040-ES; corporations use Form 1120-W. Underpay any installment and the IRS charges an underpayment penalty — unless you land inside a safe
Estimated-tax plan per year + entity
Estimated-tax plan per year + entity — create a plan for a tax year and pick the entity type: Individual (1040-ES) or Corporation (1120-W). For individuals you also pick the filing status (single, married filing jointly, married filing sepa
Project taxable income two ways
Project taxable income two ways — enter a projected annual taxable income directly, or feed in a year-to-date figure together with the number of months it covers and let the planner annualize it (YTD / months x 12).
Bracket-table tax computation
Bracket-table tax computation — a configurable progressive bracket schedule (a bracket table with rate bands) is applied to the projected taxable income to compute the projected tax. The 2026 single and married-filing-jointly individual sch
Safe-harbor check
Safe-harbor check — the required annual payment is the lesser of:
90% of the current-year projected tax, or
90% of the current-year projected tax (100% for corporations), or
100% of the prior-year tax
100% of the prior-year tax — bumped to 110% for individuals whose prior-year adjusted gross income exceeded $150,000 ($75,000 if married filing separately). A large corporation uses the prior-year tax for its first installment only and recaptures the difference in the second.
Quarterly installments + due dates
Quarterly installments + due dates — the required estimated payment is split into four equal installments with the standard due dates
April 15, June 15, September 15 of the
April 15, June 15, September 15 of the tax year and January 15 of the following year; a calendar-year corporation pays the fourth installment on December 15 of the tax year.
Payment tracking + underpayment flag
Payment tracking + underpayment flag — record what you actually pay each quarter. The planner compares cumulative payments against the cumulative safe-harbor requirement at each due date and flags any quarter that is short, so you can true
Screenshots
Bracket Tables
Estimated Tax Plans
Bracket Tables
Why Choose This Module
This is a planning and working-paper tool. Nothing is transmitted to the IRS; no e-file credential, registration or certification is required. Always confirm the current-year figures and brackets against the IRS instructions before filing.
Specifications
- Compatible: Odoo 18.0 / 19.0 / 20.0
- License: OPL-1
- Languages: English
- Author: Pokutsoft
- Dependencies: account
- Support: support@pokutsoft.com
Update date: 2026-10-10
User guides (PDF)
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