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Tallyfor TaxCalc
What Tallyfor TaxCalc is
Tallyfor TaxCalc is a web-based tax planning module for CPA firms to model projections and estimated payments during the year; it does not prepare or file tax returns. It calculates federal Form 1040 line by line and state income tax for all 50 states and DC, including multi-state and part-year residency, for tax years through 2026. Users can compare scenarios such as S-corp elections, Roth conversions, retirement contributions, and charitable timing. The tool recommends federal and state quarterly estimated payments using safe-harbor logic, tracks payments, and flags catch-ups. It produces Excel reports for tax plans, payment analysis, and state returns. Inputs can come from schedule cards, uploaded documents such as prior-year 1040s and W-2s, extracted IRS transcripts, and K-1s synced from linked business binders. Tallyfor connects QuickBooks Online and Xero and exports tax-ready files to CCH Axcess, Drake, Lacerte, ProConnect, and UltraTax, where returns are prepared and filed. The yearly base plan costs $1,000 a year and includes 25 binders; added binders are billed yearly per binder in packs of five, from $40 a year for 25–99 additional binders.
Who it suits
TaxCalc is presented for CPA firms delivering tax-planning advice to clients. It suits firms that need projection and estimated-payment planning alongside tax software used to prepare and file returns.
What it does well
- Models federal and state income tax through tax year 2026.
- Compares multiple planning scenarios side by side.
- Tracks estimated payments and flags catch-ups.
- Connects QuickBooks Online and Xero.
What to know first
- Does not prepare or file tax returns.
- Base plan costs $1,000 a year.
- Base plan includes 25 binders.
Limits
The $1,000-per-year base plan includes 25 binders. Additional binders are billed yearly per binder in packs of five, with per-binder rates ranging from $40.00 per year for 25–99 additional binders to $20.00 per year for 1,000 and above.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Base plan | Billed yearly · 25 binders included · add binders in packs of 5 at $40.00 each | $1,000 a year |
| Additional binders, 1,000 and above | Billed yearly · Price per binder · added in packs of 5 | $20 a year |
| Additional binders, 750–999 | Billed yearly · Price per binder · added in packs of 5 | $24 a year |
| Additional binders, 500–749 | Billed yearly · Price per binder · added in packs of 5 | $28 a year |
| Additional binders, 300–499 | Billed yearly · Price per binder · added in packs of 5 | $32 a year |
| Additional binders, 100–299 | Billed yearly · Price per binder · added in packs of 5 | $36 a year |
| Additional binders, 25–99 | Billed yearly · Price per binder · added in packs of 5 | $40 a year |
As tallyfor.com lists them, read 7 Oct 2026. The maker's own page has the final word.
Getting started
- Visit https://www.tallyfor.com/taxcalc.
- Use the product page’s “Try free” link to access the free trial.
- Use TaxCalc on the web.
- Choose the yearly base plan, which includes 25 binders, and add binders in packs of five as needed.
- Bring in client information from schedule cards, uploaded documents, IRS transcripts, or linked business binders.
Verdict
TaxCalc focuses on planning projections and estimated payments, with scenario comparisons, reports, and accounting integrations. Firms still need separate tax software to prepare and file returns, and should account for binder-based pricing.
Questions
How much does TaxCalc cost?
The base plan is $1,000 per year and includes 25 binders. Additional binders are priced per binder, billed yearly, and added in packs of five; rates vary by quantity.
Is there a free plan or trial?
There is no free plan. The product page offers a free trial but does not state its duration.
What platforms does TaxCalc support?
TaxCalc is available on the web.
Does TaxCalc prepare or file returns?
No. It is a planning module; returns are prepared and filed in tax software such as CCH Axcess, Drake, Lacerte, ProConnect, or UltraTax.
What does TaxCalc integrate with?
It connects with QuickBooks Online and Xero, and exports tax-ready files to CCH Axcess, Drake, Lacerte, ProConnect, and UltraTax.
Facts from Tallyfor TaxCalc's own pages
- Audience
- The product page presents TaxCalc as tax planning software for CPA firms and describes planning advice delivered to clients. · tallyfor.com, 7 Oct 2026
- Client data
- Inputs can come from schedule cards, uploaded documents such as prior-year 1040s and W-2s, extracted IRS transcripts, and K-1s synced from linked business binders. · tallyfor.com, 7 Oct 2026
- Data processing
- Tallyfor says its subprocessors process data in the United States and are contractually limited to providing their services, without using customer data for their own purposes. · tallyfor.com, 7 Oct 2026
- Estimated payments
- TaxCalc recommends federal and state quarterly estimated payments using safe-harbor logic, tracks payments, and flags catch-ups. · tallyfor.com, 7 Oct 2026
- Free access
- The product page offers a “Try free” link but does not state a trial duration. · tallyfor.com, 7 Oct 2026
- Headquarters
- 547 43rd Ave., San Francisco, CA 94121, United States · tallyfor.com, 28 Sept 2026
- Integrations
- Tallyfor’s integrations page says it connects QuickBooks Online and Xero and exports tax-ready files to CCH Axcess, Drake, Lacerte, ProConnect, and UltraTax. · tallyfor.com, 7 Oct 2026
- Pricing limits
- The base plan includes 25 binders and the whole platform, charges per binder rather than per seat, and can be canceled at any time. · tallyfor.com, 7 Oct 2026
- Purpose
- TaxCalc is Tallyfor’s tax planning module for modeling projections and estimated payments during the year; it does not prepare or file tax returns. · tallyfor.com, 7 Oct 2026
- Reports
- It provides Excel reports for tax plans, payment analysis, and state returns. · tallyfor.com, 7 Oct 2026
- Scenario planning
- Users can compare scenarios side by side, including S-corp elections, Roth conversions, retirement contributions, and charitable timing. · tallyfor.com, 7 Oct 2026
- Security
- Tallyfor’s terms say its information security program includes encryption of customer personal data at rest and in transit, periodic penetration testing, and access audit logs. · tallyfor.com, 7 Oct 2026
- Tax calculations
- It calculates federal Form 1040 line by line and state income tax for all 50 states and DC, including multi-state and part-year residency, for tax years through 2026. · tallyfor.com, 7 Oct 2026
- Tax software
- TaxCalc’s FAQ names CCH Axcess, Drake, Lacerte, ProConnect, and UltraTax as tax software where returns are prepared and filed. · tallyfor.com, 7 Oct 2026
Where Tallyfor TaxCalc stands on Freedom251
- Tax Planning Software#15 of 27