Let’s be honest—most clients don’t really understand estimated tax payments.
They forget about them, guess the amount, miss a deadline, and then wonder why they got hit with a penalty. And you? You’re stuck piecing it all together at tax time, hoping the numbers add up.
TaxNow makes that whole mess go away.
If your clients have income without withholding (self-employment, 1099s, investment gains) they’re supposed to pay taxes throughout the year. That means quarterly estimated payments.
But here’s what usually happens:
And who has to sort it all out later? You do.
That creates:
When you onboard a client to TaxNow, we monitor their account in real time. That includes line-item details from their Account Transcript, showing when estimated payments are made and for how much.
That means:
TaxNow surfaces the info in your dashboard and flags any issues. No more “Did you make that Q3 payment?” texts in February. You already know.
🛑 Caught a missed Q2 payment? Help your client make a catch-up payment early and reduce penalties.
✅ Match payments to the right tax year. Avoid those misapplied payments that trigger underpayment notices or surprise balances due.
📈 Year-round planning gets easier. You’ll see payment patterns and can recommend better approaches—like increased withholdings or automated monthly payments.
Estimated payments are one of the most common causes of filing errors, refund delays, and IRS penalties—and one of the easiest to fix when you actually have the data.
With TaxNow, you’ll always know where your clients stand. No guesswork. No chasing. No surprises.
Want to see how it works? Schedule a quick demo today.
