Generate an estimated tax projection for multi-state S-corp shareholders to optimize quarterly payments and avoid under-withholding penalties

S-Corp Tax Return File *

Shareholder States and Allocations *

Multi-State Nexus Factors * Select primary nexus factors Physical office presence in multiple states Remote employees in various states Sales/service delivery across state lines Owning property in multiple states Inventory storage in fulfillment centers Payroll processed in different states Shareholders living/working in different states Combined group operations across states Combined: Office + Employees + Sales Combined: Property + Payroll + Sales Complex multi-factor nexus situation All of the above factors

Estimated Tax Calculation Method * Choose calculation approach 110% of prior year safe harbor method 90% of current year projected income Annualized income installment method Required annual payment method Credit period adjustments for NOL carryforwards AMT considerations included Comprehensive worst-case scenario projection State-specific requirements override Business vs. personal separate calculations Consolidated entity approach Individual shareholder basis adjustments

State Tax Credits and Incentives

Pass-Through Entity Tax Elections * Select PTET election status No PTET elections made California PTET election active New York PTET election active New Jersey PTET election active Illinois PTET election active Multiple PTET elections active Considering PTET elections for upcoming year PTET elections unknown - need analysis Some states opted in, others pending

Quarterly Payment Distribution *

Stakeholder Communication Preferences * Select communication format Individual shareholder personalized reports Consolidated S-Corp summary with state breakdowns Partner/CPA firm executive summary format Client-facing explanation with visual charts Board of Directors presentation format CFO/Controller technical summary Combined personal and business projection Multi-year planning document Quarterly update memos Real-time dashboard with alerts

Underpayment Penalty Risk Threshold *

Year-End Adjustments