Preview your quarterly tax balancing report
Aug, 12 2026
See your quarterly tax balancing before it happens
At the end of each quarter, payroll taxes are trued up to correct any over- or under-payments. Until now, you had no way to see whether that true-up would leave you with a refund or a balance due until it happened. The new Quarterly Tax Balancing report gives you visibility into that number ahead of time, so you can make sure the right funds are in your account.
What's new
- Preview throughout the quarter. The report defaults to the current quarter and updates weekly, so you always have the latest estimate of your expected refund or liability.
- Download a tax receipt. Get a detailed breakdown of your quarterly tax balancing with the Download Tax Receipt button.
- Learn as you go. A "Learn about this report" link opens an in-app explainer, with a path to our help center for more detail.
Automatic email reminders
You'll now get a heads-up by email so a balance due never catches you by surprise:
- Expected liability? We'll send an FYI email 10 days before the pay date, and again 5 days before, so you have time to fund your account.
- Refund coming? We'll send an FYI email on the last day of the quarter.
Learn more in our help center: https://support.eddy.com/knowledge/quarterly-tax-balancing
Preview your quarterly tax balancing report
Aug, 12 2026
See your quarterly tax balancing before it happens
At the end of each quarter, payroll taxes are trued up to correct any over- or under-payments. Until now, you had no way to see whether that true-up would leave you with a refund or a balance due until it happened. The new Quarterly Tax Balancing report gives you visibility into that number ahead of time, so you can make sure the right funds are in your account.
What's new
- Preview throughout the quarter. The report defaults to the current quarter and updates weekly, so you always have the latest estimate of your expected refund or liability.
- Download a tax receipt. Get a detailed breakdown of your quarterly tax balancing with the Download Tax Receipt button.
- Learn as you go. A "Learn about this report" link opens an in-app explainer, with a path to our help center for more detail.
Automatic email reminders
You'll now get a heads-up by email so a balance due never catches you by surprise:
- Expected liability? We'll send an FYI email 10 days before the pay date, and again 5 days before, so you have time to fund your account.
- Refund coming? We'll send an FYI email on the last day of the quarter.
Learn more in our help center: https://support.eddy.com/knowledge/quarterly-tax-balancing
