Quarterly estimated taxes
You know what you owe before the IRS asks.
Sumly estimates each quarterly payment from your real income and expenses, and updates the number as your year changes.
Next quarterly payment
$2,400
Due January 15, 2027
1st payment
Due April 15, 2026
2nd payment
Due June 15, 2026
3rd payment
Due September 15, 2026
4th payment
Due January 15, 2027
The rules are simple. The number is not.
"I overpay just to be safe."
Money that could fund your business sits with the IRS until next April.
"I guessed low and got a penalty."
The IRS charges for paying too little during the year, even when you pay in full by April.
"My income is different every quarter."
Three clients one quarter, five the next. Last year's number no longer fits.
How it works
Connect your accounts.
Income and expenses come in from your bank and cards, read-only through Plaid.
Your estimate stays current.
As payments land and deductions are found, your projected tax for the year updates with them.
Pay the right amount on time.
Sumly reminds you before each of the four deadlines and shows exactly what to pay. You pay the IRS directly from your own account.
An estimate that shows its work.
Open any estimate and see the income and deductions behind it, down to the transaction. You never have to take the number on faith.
When quarterly taxes are due
| Payment | Income earned | Due date |
|---|---|---|
| 1st | January 1 to March 31 | April 15, 2026 |
| 2nd | April 1 to May 31 | June 15, 2026 |
| 3rd | June 1 to August 31 | September 15, 2026 |
| 4th | September 1 to December 31 | January 15, 2027 |
When a date falls on a weekend or holiday, the deadline moves to the next business day.
"For the first time since going solo, I actually understand where my money goes."
Quarterly estimates and year-round tax projections are included in Strive and Thrive. Both start with a 14-day free trial.
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Know your number every quarter.
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