Planners: guided step-flows

A calculator answers one question. Some jobs are a sequence of questions that belong together — a planner walks that sequence in order, keeps the pieces on one page, and hands off to the calculators for the math.

Last updated: October 27, 2026

A planner is a guided step-flow that organises a job and hands off to the calculators for the math. Each step asks for one piece of the job — the shape of your business, the year's figures, what is already covered — and the final step is a plan view: the dates that govern the job, buttons that open the right calculators with your figures already filled in, and a tracker for the parts you complete as the year goes. The planner itself runs no tax or money math of its own, and it says so on the page: the calculators do the math — the planner keeps the job organised.

The planner

How a planner works

Three things define the format. Steps, in the order the job happens. Each step is one screen on a single page — Back and Next, a step counter, and no way to skip a required answer silently: a step that still needs an answer says so, in place. Hand-offs, not copies. Where a calculator already does a piece of math, the planner links to it with your entries carried in the link itself — the same figures, in the same fields, nothing retyped and nothing sent anywhere on the way. A plan that stays. The plan view is saved in your browser on your own device, so returning to the page reopens your plan where you left it — quarters marked paid stay marked. A visible clear button wipes the saved plan completely; nothing about a plan is ever transmitted to us.

One planner, on purpose

There is one planner here, not a catalogue. This page is the pilot for the format: it grows only if the first planner earns measured use — traffic to this hub and to the planner it links to — the same discipline the templates pilot runs on. If a second planner is built, it will follow the same pattern: a real sequence, an honest hand-off, and no math the calculators already own.

Estimates for planning only. Planners organise information and link to calculators; the calculators provide estimates for planning purposes only and are not professional financial or tax advice. Dates shown in a plan are reproduced from the site's IRS data pages, which name their source and check date.

Frequently asked questions

What is a TallyUp planner?

A planner is a guided step-flow: a short sequence of steps that organises one job — what your business looks like, the year's figures, what is already covered — and ends in a plan view with the dates that matter and links into the calculators that run the math on exactly the figures you entered. A planner organises; it does not calculate.

How is a planner different from a calculator or a checker?

A calculator starts from a number and computes another number. A checker starts from your situation and returns a verdict on whether a rule applies. A planner starts earlier than both: it walks the whole job in order, keeps the pieces together on one page, and hands off to the calculators at the point where a number is actually needed — carrying your entries with it, so nothing is typed twice.

Does a planner save my entries?

Yes — on your device only. A planner saves the plan you build in your browser's storage on the device you are using, so it is still there when you come back. Nothing is sent to TallyUp or anyone else, there are no accounts, and every planner carries a clear button that wipes its saved plan from the device completely.

Will there be more planners?

There is one planner today, on purpose. This page is the pilot: more planners are built only if this one earns real use — measured by traffic to this hub and the planner itself — rather than on the assumption that a longer catalogue is automatically better.