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Arc & Ledger Tax Reference

Estimate quarterly taxes

estimate_quarterly_taxes
Read-only

Use to estimate federal quarterly tax payments from nonidentifying income, entity, withholding, and prior-year tax figures. Return the assumptions, safe-harbor context, and due dates.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
stateNoUS state. Only California installment timing is modeled specifically; when omitted, no state is assumed and only federal figures are computed.
entityYesHow the income is taxed. Sole proprietor / SMLLC / partnership pay self-employment tax; S-corp shareholders take wages (withheld) plus distributions.
prior_year_agi_usdNoLast year's adjusted gross income (AGI). If over $150,000 ($75,000 MFS), the prior-year safe harbor rises from 100% to 110%.
ytd_net_income_usdYesYour net self-employment / business income so far THIS year (year to date), before tax.
ytd_withholding_usdNoFederal tax already withheld this year (e.g. from a W-2 or S-corp salary). Counts toward the safe harbor.
prior_year_total_tax_usdNoTotal federal tax on last year's return. Enables the prior-year safe harbor (often the easiest to hit).

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
relayYesInstruction to the calling assistant: relay figures and dates verbatim (identical on every response).
next_stepYesA single review link appropriate to this server surface.
disclaimerYesGeneral-information disclaimer (identical on every response).
source_urlYesOfficial IRS or FinCEN authority to review before relying on the result.
server_versionNoServer release that produced this response (matches GET /version).

TDQS

A3.6/5.0
Behavior3/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Annotations already declare readOnlyHint=true and destructiveHint=false, so the description's addition of output content (assumptions, safe-harbor context, due dates) provides some behavioral context but no critical safety traits beyond what annotations cover.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness5/5

Is the description appropriately sized, front-loaded, and free of redundancy?

Two sentences that are front-loaded with the core action and immediately useful. No filler or redundancy.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness4/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

For a tool with 6 parameters and an output schema, the description covers the key output elements. It does not need to detail return values since output schema exists. Minor gap: no mention of read-only nature, but annotations cover that.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters3/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema coverage is 100%, so the input schema already describes all parameters thoroughly. The description adds no additional meaning beyond the schema; it only summarizes the purpose.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states the tool estimates federal quarterly tax payments from specified inputs. It uses a specific verb ('estimate') and resource ('quarterly tax payments'), and distinguishes from sibling tools like estimate_irs_penalty and estimate_rental_income.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines2/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description only says 'Use to estimate...' but provides no guidance on when to use this tool versus alternatives, nor when not to use it. No explicit context or exclusions are given.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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TDQS

A4.2/5.0
Disambiguation5/5

Each tool addresses a distinct tax topic or action, such as screening obligations, checking eligibility, estimating amounts, or explaining documents. There is no overlap in purpose, making it easy for an agent to select the correct tool.

Naming Consistency5/5

All tool names follow a consistent verb_noun or verb_phrase pattern (e.g., check_*, estimate_*, explain_*, decode_*, deadline_calendar). The naming is predictable and clear across the set.

Tool Count5/5

With 13 tools, the server covers a broad range of tax reference needs without being overwhelming. Each tool has a clear purpose and the count is well-suited for the domain.

Completeness4/5

The tools cover common tax reference tasks like screening obligations, estimating penalties, explaining forms, and checking deadlines. A minor gap is the lack of a general tax liability estimator, but overall the set is comprehensive for its stated purpose.