Tax Payment Wizard (Merged Version)

Tax Payment Wizard

Session Clients

Active client

AI Assistant

This will update your current session + active client. (Requires the local `/api/assistant` server.)

Step 1: Basic Info

Recipient & Sender Info

Recipient:

Enter the full name as it should appear in the email

Sender:

Enter your name as it should appear in the email signature

Payment Timing

Pay-by date:

Select a date in MM/DD/YYYY format (must be a future date)

Include due date reminder in email

Entity Type

Select Entity Type:

Choose whether this is for an individual or business entity

Step 2: Federal Payments

Federal Payment Details

Add one or more Federal payments ?

• Extension (4868) – One-time payment to extend filing deadline (individuals)
• Estimated (1040-ES) – Quarterly tax payments
• Balance Due – If you already filed a return and owe additional tax

Step 3: State Payments

Add State

Select a State to Add

Choose a state to view its payment requirements and add payments

State Payment Details

• Extension: Extends your state filing deadline (not time to pay!)
• Estimated: Quarterly state tax payments
• Balance Due / Tax Return Payment: If you filed a return and owe tax
• PTE: Pass-Through Entity tax (business only in certain states)

Step 4: Review & Confirm

Basic Information

Addressee:

Due Date:

Sender:

Federal Payments

State Payments

Additional Options

Include "Important Notes & References" disclaimers

Email Preview

The preview on the right shows how your email will appear. If you need to make final adjustments: