| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 1160 |
| Technical Name |
us_estimated_tax_planner |
| License | OPL-1 |
| Website | https://pokutsoft.com |
| Versions | 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 1160 |
| Technical Name |
us_estimated_tax_planner |
| License | OPL-1 |
| Website | https://pokutsoft.com |
| Versions | 18.0 19.0 |
US Estimated-Tax Plan
Plan quarterly US estimated tax (Form 1040-ES / 1120-W): project taxable income, apply a bracket schedule, run the safe-harbor check and split the required payment into the four quarterly installments with their due dates.
Plan quarterly US estimated tax (Form 1040-ES / 1120-W): project taxable income, apply a bracket schedule, run the safe-harbor check and split the required payment into the four quarterly installments with their due dates.
Key Features
quarterly estimated-tax installments rather than waiting for
quarterly estimated-tax installments rather than waiting for the annual return. Individuals use Form 1040-ES; corporations use Form 1120-W. Underpay any installment and the IRS charges an underpayment penalty — unless you land inside a safe
Estimated-tax plan per year + entity — create
Estimated-tax plan per year + entity — create a plan for a tax year and pick the entity type: Individual (1040-ES) or Corporation (1120-W). For individuals you also pick the filing status (single, married filing jointly, married filing sepa
Project taxable income two ways — enter a
Project taxable income two ways — enter a projected annual taxable income directly, or feed in a year-to-date figure together with the number of months it covers and let the planner annualize it (YTD / months x 12).
Bracket-table tax computation — a configurable progressive b
Bracket-table tax computation — a configurable progressive bracket schedule (a bracket table with rate bands) is applied to the projected taxable income to compute the projected tax. The 2026 single and married-filing-jointly individual sch
Safe-harbor check — the required annual payment is
Safe-harbor check — the required annual payment is the lesser of:
90% of the current-year projected tax, or
90% of the current-year projected tax, or
100% of the prior-year tax — bumped to
100% of the prior-year tax — bumped to 110% for individuals whose prior-year adjusted gross income exceeded $150,000.
Quarterly installments + due dates — the required
Quarterly installments + due dates — the required estimated payment is split into four equal installments with the standard due dates
April 15, June 15, September 15 of the
April 15, June 15, September 15 of the tax year and January 15 of the following year.
Payment tracking + underpayment flag — record what
Payment tracking + underpayment flag — record what you actually pay each quarter. The planner compares cumulative payments against the cumulative safe-harbor requirement at each due date and flags any quarter that is short, so you can true
Screenshots
Bracket Tables
Estimated Tax Plans
Bracket Tables
Why Choose This Module
This is a planning and working-paper tool. Nothing is transmitted to the IRS; no e-file credential, registration or certification is required. Always confirm the current-year figures and brackets against the IRS instructions before filing.
Specifications
- Compatible: Odoo 18.0 / 19.0
- License: OPL-1
- Languages: 35+
- Author: Pokutsoft
- Dependencies: account
- Support: support@pokutsoft.com
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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