How to save and print your tax estimate from the Tax Planner

You can use the Tax Planner to estimate your federal tax liability based on income, deductions, and payments recorded in your file. You can print the estimate or save it as a PDF for your records or to share with a tax professional. Quicken automatically saves your tax data when you close the Tax Planner.

Open the Tax Planner

You can access the Tax Planner from the Planning tab in the top navigation bar.

To open the Tax Planner:

1. Click the Planning tab.

2. Click Tax Center below the tab row.

3. Click Show Tax Planner.

The Tax Planner opens with your most recently saved data. If you've created multiple scenarios, you can switch between them before printing.

Set up and print your estimate

You can choose to print your estimate to paper or save it as a PDF file.

To print your tax estimate:

1. In the Tax Planner, click Print on the toolbar.

2. Click Setup to review print options.

3. In the Printer Name list:

   • Select Quicken PDF Printer to save the estimate as a PDF file.

   • Select another printer to print to paper.

4. Click OK to save your setup preferences.

5. Click OK again to begin printing.

What gets printed

The printed output includes the selected tax scenario’s details, including income, deductions, and estimated tax due or refund. If you’ve saved multiple scenarios, Quicken also prints a side-by-side comparison of all scenarios. All information reflects the most current data shown in the Tax Planner.

This feature is not available in Canada.