Description
Take control of tax season with this all-in-one Extension Payment Calculator Template, built specifically for CPAs, enrolled agents, and tax professionals. Designed in both Excel and Google Sheets, this template makes it easy to estimate your federal and state extension payments using built-in safe harbor rules and customizable cushion multipliers.
Whether you’re projecting for the current year or working from prior-year data, this tool walks you step-by-step through income estimation, tax liability, and extension calculation. With clearly labeled sections for federal and state (now updated for California), and formulas already built in, all you need to do is plug in your numbers in the green-highlighted cells.
Includes:
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Federal and State (California) extension estimators
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Built-in Safe Harbor and Cushion logic
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Simple input instructions
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Example client tax comparison to help estimate current-year liability
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Compatible with Excel and Google Sheets
Perfect for 2025 extension planning, quarterly review meetings, or preparing clients ahead of the filing deadline. Whether you serve one client or hundreds, this tool saves time, reduces errors, and gives confidence in your safe harbor extension amounts.
