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The Cash Navigator
Tax Strategy7 min read • June 2026

Quarterly Estimated Taxes: How to Calculate and Pay

If you are self-employed or own a business, the IRS expects tax payments four times a year — not just in April. Here is exactly how it works.

2026 Quarterly Tax Deadlines

Q1 (Jan 1 – Mar 31)

Due April 15

Q2 (Apr 1 – May 31)

Due June 16

Q3 (Jun 1 – Aug 31)

Due September 15

Q4 (Sep 1 – Dec 31)

Due January 15 (next year)

How to Calculate Your Quarterly Payment

1

Estimate your annual net profit

Take your gross revenue minus all business deductions. This is your taxable income.

2

Calculate self-employment tax

Multiply net profit by 92.35%, then by 15.3%. This covers Social Security and Medicare.

3

Calculate income tax

Apply your marginal federal tax rate to your net profit (minus half of SE tax). Add state income tax.

4

Add them together and divide by 4

This is your quarterly estimated payment. Pay via IRS Direct Pay or EFTPS.

The Simple Rule: Set Aside 25–30%

Every time revenue hits your account, immediately transfer 25–30% to a dedicated tax savings account. Pay quarterly from that account. You will never be caught short at tax time.

Underpayment penalty

If you pay less than 90% of your current year tax or 100% of last year's tax, the IRS charges an underpayment penalty (currently ~8% annualized). Avoid it by using the "safe harbor" method — pay at least 100% of last year's total tax bill.