How to make adjustments to quarterly tax estimate

If you've received your quarterly tax estimate and you need to make adjustments to your filing status, income, or withholdings. To do so:

1. Go to Taxes>Quarterly
2. On the top dialog box, "See how Heard calculated your tax estimate," click the Let's See button.
3. Review your Estimate Breakdown
4. If your information is incorrect or needs to be updated, navigate to the "Need to make adjustments to your tax information?" box on the right-hand side.
5. Click Make Adjustments
6. You will be able to walk through the checklist again and update your information.
7. Click Submit

Once you have submitted your changes, a new estimate will become available.