Tip

Ask your agent about quarterly taxes

2 min read
Your agent pulls YTD business income (get_monthly_cashflow aggregated over Q1-Q3), applies a tax rate you specify (e.g., 22% effective federal + state), subtracts what you've already remitted, and gives you a number for the upcoming 1040-ES deadline.

How the agent answers this

Your agent calls get_monthly_cashflow + list_transactions.

The agent does the math; you're responsible for the tax rate assumption. Double-check with an accountant before writing the check.

Variant prompts

  • “Q1 estimated tax at 25% effective rate. What should I send?”
  • “Have I sent any IRS payments this year? When?”
  • “Project my full-year tax liability at current burn rate.”

Setup

Sign in at bankbridge.money, connect your bank, paste the pre-filled snippet into your agent of choice (see setup guide), then ask one of the prompts above.