The third quarterly tax deadline is one of the most overlooked dates of the year. Missing this deadline can mean penalties, lost cash flow, and missed planning opportunities.
That’s why we created a free Third Quarterly Tax Checklist. It’s a checklist that shows you exactly what to gather, how to calculate, and how to pay your September tax estimate.
Why You Need This Checklist
- Stay compliant and avoid costly IRS penalties
- Quickly confirm whether you actually need to make a payment
- Get clarity on what income, expenses, and credits to include
- Understand safe harbor rules so you don’t overpay or underpay
- Streamline payment with direct IRS links and instructions
What’s Inside
Your checklist covers:
- Eligibility check — who must pay the September quarterly estimate
- Income and deduction review — make sure nothing is missed
- Safe harbor thresholds — 100% vs. 110% vs. 90% rules
- Payment options — IRS Direct Pay, EFTPS, or voucher mail-in
- Mistakes to avoid — the most common errors that trigger penalties
Contact us to get your tax strategy in place.
You may also be interested in reading about the Third Quarter Tax Deadline.