Estimated tax software for tax pros
Stop building estimated tax workpapers by hand. Enter year-to-date figures and Quarterlease returns penalty-safe quarterly estimates and a clean, branded report your client actually understands.
Built by a practicing tax pro. Federal and all 50 states.
The point
Quarterly estimates are repetitive math that punishes small errors. Quarterlease does the math the same way every time, for every client.
What it does
The estimate is only useful if the math is right and the client can see it. Quarterlease shows every method and every number behind the figure.
90% current year, plus 100%/110% prior-year safe harbor, calculated together so you advise instead of guess.
Period factors applied automatically. Finalize a source mid-year and it locks in, so a job that ended in May stops projecting.
State estimates across the country, including California's 30/40/0/30 schedule and New York City resident tax.
Enter the filed return and confirm AGI, taxable income, and total tax dollar for dollar before any current-year work unlocks.
Your firm name, colors, and logo on a clean landscape summary that shows each payer under every income category.
Multiple preparers, optional client codes, and role-based access so staff enter data and managers finalize.
How it works
Enter the filed return. The verification gate confirms the numbers match before current-year work begins, so estimates start from honest data.
Enter year-to-date figures by source as the year unfolds. Annualization projects the rest. Lock sources that are finished.
Hand the client a branded summary that shows the prior year, every quarter, and the math behind each estimate.
Pricing
Every plan includes federal and all 50 states, branded reports, and unlimited estimates per client.
Solo
For a single practitioner running their own book.
Billed monthly
Growth
For a growing practice adding staff and clients.
Billed monthly
Firm
For a multi-preparer firm with a full client base.
Billed monthly
Moving from another tool? Client import is $1 per record. Bring your roster over in one pass.
Questions
Quarterlease runs full federal bracket math, capital gains treatment, the self-employment tax deduction, NIIT, and the standard credits, then applies Schedule AI annualization by period. As with any tool, the figures depend on the data you enter, and a preparer should review each estimate against the client's facts before delivery.
Estimated tax calculations are available for federal and all 50 states, including state-specific rules such as California's uneven quarterly schedule and New York City resident tax. State coverage continues to deepen over time.
Before any current-year work opens, you enter the filed prior-year return and confirm AGI, taxable income, and total tax dollar for dollar. If the numbers don't match, the current-year tabs stay locked. It keeps every estimate built on data that ties to a real return.
Yes. Set your firm name, address, logo, and brand colors once, and they appear on every client report. You can also turn on client codes that print on the summary and sort your client list.
Client data is stored under your firm's account and is not sold or shared. See the security overview and privacy policy for details on storage, access, and retention.
Yes. Start a trial without a long-term commitment, set up your firm, and run a real client through a full quarter before you decide.
Set up your firm, import your clients, and deliver the next round of estimates from one place.
Start free trial