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Quarterly Estimated Tax Planner

Written in-house · editorially graded

Every SkillsBank offering is written in-house — never scraped or crowd-sourced — and graded against a fixed editorial rubric in a separate grading step.

Dry-run test passed · Aug 18, 2026

Trigger check passed

Editorially graded · Aug 18, 2026

Generates a self-employed individual's four IRS estimated-tax payment amounts and due dates from their income, deductions, and prior-year return figures, producing a payment-schedule PDF plus a fully-formula XLSX 1040-ES-style worksheet. Use when a freelancer, sole proprietor, or 1099 contractor needs to calculate or refresh quarterly estimated tax payments, or check them against safe-harbor rules to avoid underpayment penalties.

What you get

An installable SKILL.md file for your AI assistant. Produces a PDF and an Excel workbook (.xlsx).

Works in
Claude Code · Cursor
Native — drops into .claude/skills/
Copilot · Codex · Gemini CLI
Native — reads .agents/skills/
claude.ai — web & desktop
Upload the .zip in Customize → Skills
ChatGPT
Via a Project — paste into its instructions

See it in action

A real input → output sample

Sample input
I'm a freelance graphic designer. I need to figure out my quarterly estimated tax payments for 2025. I'm single, prior-year total tax was around $18,500. This year I'm projecting $95,000 in gross revenue and $12,000 in business expenses. Can you build me the payment schedule?
Sample output
Sample output produced by the Quarterly Estimated Tax Planner skill
Produced by an AI assistant following this skill on the sample input above.
View the full output as text
Example Output
Prepared your 2025 quarterly estimated tax payment schedule and supporting worksheet. Your quarterly payment is $3,954.94. Assumptions: prior-year total tax ($18,500), no SSTB status, standard deduction ($15,000), no dependents/credits, no W-2 wages, no retirement contributions, no SE health insurance, no payments made. Please verify prior-year total tax, prior-year AGI, and other details for accuracy.

Goes well with

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