Follow Up With

🧾 Tax preparation template

Quarterly estimated taxes template

A quarterly estimated tax checklist for self-employed clients and business owners: the income and expense figures needed to calculate each estimated payment before its due date.

Use this template

Free. Once it's in your account you can rename it, add or remove items, and change anything.

Each job is named
"Q3 2026 estimated taxes"
Usually repeats
Every quarter

Ask the client for

  • Year-to-date income and expenses

    A profit and loss report, or totals if they keep their own records.

  • Any big changes this quarter

    A new job, a large sale, a big purchase or a change in household.

Your steps

  • Calculate federal and state estimates

  • Send payment amounts and instructions

Tips

  • Federal estimates are usually due April 15, June 15, September 15 and January 15. Start the job about three weeks before each date.

How it works with Follow Up With

  1. 1

    Make it yours

    Add the template to your account and change anything: rename items, add notes for the assistant, remove what you don't need.

  2. 2

    Start it for a client

    Start a job in one click, or set it to repeat every quarter for each client so nobody has to remember.

  3. 3

    The assistant does the asking

    Your client gets one friendly email listing everything, reminders on a schedule you choose, and a private link to upload or reply. No login needed.

More tax preparation templates

Browse every industry →

Individual tax return (Form 1040)

The documents to collect for a personal tax return.

11 items ↻ every year

Small business tax return

Year-end information needed for a business return.

9 items ↻ every year

IRS notice response

Gather what you need to answer a tax notice before its deadline.

6 items

Let the assistant do the asking

Add a template, start it for a client, and Follow Up With emails them the list, reminds them until it's done, and checks the files they send.

Start your 14-day free trial