Use Amalgam to dynamically calculate quarterly tax footprints. Update the entire workbook with one click!

Taxes aren’t just a once a year thing. Managing quarterly estimates and updating projections get a lot easier to update with this template.

When you open the Excel or Google Sheet, you’ll find an “Input” sheet that allows you to identify the tax year, quarterly time periods, and various tax rates. The blue text are the cells that you update to flow through the template. Time periods are also defined by the user to account for non-fiscal years and also instances where tax quarters are asymetrical – like June and September 15th.

The dates flow into the grey tabs which are queued up Amalgam reports to pull the P&L and Balance Sheet. Those report tabs, which can be updated with one click, feed the “Biz Tax” sheet to calculate the company’s taxable income for each quarter. It includes placeholders for adjustments like meals and entertainment impacts.

Lastly, the template includes a placeholder sheet for “Basis & K1” calculations. Obviously not every business needs these but there’s a templated space to use it if needed.