Managing Your Time

Quarterly Tax Planner

A working tool for self-employed clinicians to track income, set aside taxes, and stay ahead of quarterly estimated payments — instead of getting hit with a surprise bill (and penalties) every April.

What's included:

• Estimated tax deadlines for all four quarters
• Quick-reference self-employment tax rates and set-aside guidance
• A month-by-month income and tax set-aside tracker
• A quarterly payment log (estimated income, tax owed, amount paid, date)
• A deduction tracker covering the most common practice expenses
• An end-of-year checklist to reconcile everything before filing

Who it's for: Self-employed therapists and private practice owners managing their own estimated tax payments.

How to use it: Update the monthly tracker as income comes in, log each quarterly payment as you make it, and use the deduction tracker throughout the year so nothing gets missed at tax time.

A tracking tool, not a substitute for professional tax guidance — confirm your figures with a CPA.