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Instant download · Excel + Google SheetsCalifornia Freelancer Quarterly Tax Workbook
One workbook that estimates what to pay the IRS and the FTB, and when. Built around California's lopsided schedule, so June doesn't catch you off guard.
$17 one-time
Current as of November 2, 2026. See the update log inside the file.
Buy now, $17 Try the free quarterly tax calculator
Not a substitute for the advice of an attorney or tax professional.
Secure checkout by Stripe. After you pay, you go straight to your download page. 14-day refund, no questions asked.
What it does for you
- Estimate your January 15, 2027 payment, and every quarter after
- Compare the safe-harbor targets (100% or 110% of last year) that can help you avoid underpayment penalties when income swings
- Follow California's 30/40/0/30 split; many generic templates use 25% each
- Track payments made so the next amount updates itself
What's inside
- Income & expense log with common Schedule C categories
- SE tax engine: 92.35%, 15.3%, $184,500 wage base, W-2 wage offset, additional Medicare
- Federal safe-harbor sheet: 90% current vs. 100%/110% prior year
- California 540-ES sheet: 30/40/0/30, the $1M high-income rule, $500 minimum
- Payment tracker for IRS Direct Pay and FTB Web Pay confirmations
- Deadline calendar for tax years 2026 and 2027
Includes a free 2027 refresh when the IRS and FTB publish 2027 figures.
Read first (free)
- Q4 estimated tax due January 15, 2027
- Safe harbor: the 100% vs. 110% rule
- California's 30/40/0/30 schedule
FAQ
I'm not in California. Will it work?
The federal sheets work anywhere in the U.S. The state sheet follows California's rules only.
Does it handle the annualized income method?
No. It uses the regular method. If your income is very uneven, ask a preparer about Form 2210 Schedule AI.
Excel or Google Sheets?
Both. You get an .xlsx that opens in Excel and imports into Google Sheets.
Is this tax advice?
No. It's an estimating and tracking tool. Confirm big decisions with a CPA or enrolled agent.
Can I get a refund?
Yes, within 14 days, no questions asked. Email us and the refund goes back through Stripe to your original payment method, usually within 5–10 business days.
Not a substitute for the advice of an attorney or tax professional.
Seller: Frank Sanchez, doing business as Ledger Kits Express. California-only rules. Sold as-is; see our Terms and Disclaimer.