Estimated Tax Reminder Email Templates | HelloBooks Estimated tax reminder email templates with the 2026 federal due dates, who generally has to pay, the IRS safe-harbor rule and how to pick the right clients.
Four dates, four emails, and a list of the clients who need them. Estimated tax reminders are some of the most useful messages a firm sends, and the easiest to automate.
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Smarter accounting for growing businessesHi {first_name},
Your next federal estimated payment is due {date}. Based on your plan, we suggest {amount}.
You can pay online through your IRS online account. Reply if your income has changed and we will update the figure.
Sent to clients of {Firm name} · {street address} · Manage email preferences
Publication 509 gives the 2026 federal dates for individuals: April 15, 2026, June 15, 2026, September 15, 2026 and January 15, 2027. Calendar-year corporations had their fourth 2026 payment due December 15, 2026.
The IRS says individuals, including sole proprietors, partners and S corporation shareholders, generally must make estimated payments if they expect to owe $1,000 or more when they file, and corporations if they expect to owe $500 or more.
Most taxpayers avoid the underpayment penalty if they paid at least 90% of the current year’s tax or 100% of the prior year’s tax, whichever is smaller, according to the IRS estimated taxes page. Check the full rules for higher-income clients before setting a target.
Clients with uneven income are the ones who miss estimates. When their books are in HelloBooks, year-to-date profit is a report away, so the suggested amount in each reminder can reflect this quarter rather than last April’s projection.
General information for tax and accounting professionals, not legal advice. Rules are summarised from the primary sources listed on the date shown; read the current text before relying on it.
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