Federal return workspace
A live year view covering W-2 income, other income, Schedule C, trading, taxable income, total tax, and amount owed.
- ▒ W-2
- ▒ Schedule C
- ▒ 4797
// prosumer tax workspace
Tax
Quanta Tax
Run your tax year like a workspace, not a deadline.
Quanta Tax turns year-round income, Schedule C activity, trading data, deductions, NOL carryforwards, and quarterly estimates into a planning workspace with authority tagging and exportable workpapers.
price
$79 / month
Includes everything in Personal. 14-day free trial.
// who it is for
Built for tax years that consumer prep software flattens.
Both W-2 and 1099 income
Schedule C business activity alongside employment
Active trading with or without MTM election
NOL carryforwards from prior tax years
Quarterly estimated payments that need safe-harbor logic
K-1s, multi-state returns, or CPA bills above $3,000/year
// tax workspace modules
Source-tagged tax planning before April arrives.
Authority tagging
Each line item is labeled as pulled, derived, manual, or mixed so CPA review starts with provenance instead of detective work.
- ▒ pulled
- ▒ derived
- ▒ manual
- ▒ mixed
Error and warning system
Validation separates blocking errors from planning warnings and routes each issue to a remediation path.
- ▒ safe harbor
- ▒ profit motive
- ▒ NOL limit
NOL carryforward management
Track current-year generation, prior-year usage, remaining balance, and the post-2017 80 percent limitation.
- ▒ current year
- ▒ applied
- ▒ remaining
Quarterly estimates
Compute estimated payments using safe harbor, annualized income, or actual method depending on the year shape.
- ▒ Q1
- ▒ Q2
- ▒ Q3
- ▒ Q4
CPA export
Generate PDF workpaper bundles, CSV transaction data, and form-by-form summaries for self-prep or CPA handoff.
- ▒ CSV
- ▒ summary
$2K-$8K
Potential annual CPA time avoided when clean workpapers replace raw reconciliation.
4 modes
Pulled, derived, manual, and mixed authority labels keep tax numbers defensible.
5 years
Prior three years plus two-year projection for smoothing and strategic timing.
// guardrails
- Quanta Tax does not file returns, e-file, or generate paper returns.
- Quanta Tax computes and organizes; it does not give tax advice.
- Gift, estate, trust, and non-US tax are not in scope.
- Payment execution remains manual unless a future workflow explicitly adds confirmed payment actions.
// how to start
- 01Create a Quanta account and onboard Personal first.
- 02Open the Tax workspace and select the current year.
- 03Upload prior-year return data for carryforward extraction.
- 04Connect Schedule C and trading sources if applicable.
- 05Resolve warnings before exporting workpapers.
// pricing
$79 / month
- - Includes the full Quanta Personal feature set.
- - Annual billing is $790/year, equal to two months free.
- - Founding member rate locks for 24 months.
- - Built to reduce CPA organization time, not replace professional judgment.