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Estimated tax payment tracker

The Estimated Tax tab at /tax-export/estimated-tax is a browser-local worksheet for quarterly payment notes. It is not a tax calculation, ledger posting, or server-side payment record.

What it stores

For Q1 through Q4, you can enter:

  • Federal amount
  • State amount
  • Payment date
  • Confirmation number

Rows start at 0.00; the page does not calculate safe-harbor amounts from prior returns or current income. The status is derived only from the row fields: paid, partial, or unpaid.

Save Payments writes the four rows to browser localStorage under the current tenant and tax year. The page also writes changes automatically as local state changes. There is no estimated-tax GraphQL mutation or MCP tool in the current contract, and these entries do not create cash or tax journal entries.

Because storage is local to the browser profile, another device or cleared site data will not have the worksheet. Preserve authoritative EFTPS, state portal, bank, and accountant records elsewhere.

The adjacent AI Tax Estimation panel is descriptive UI; the current page does not call a tax-estimation operation from that panel.