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Level 1
June 9, 2022
Discussion ongoing

1120-S CA PTE payment via EFT for the client letter.

Related products:Lacerte
  • June 9, 2022
  • 3 replies
  • 7 views

Suggestion to move the CA PTE "payment amount will be paid with web pay for business check box (screen 48.011). and the "Participant in EFT program" check box from screen 42.011 into screen 3.1 with other electronic payment information.

This topic has been closed for replies.

3 replies

July 11, 2022

Thanks for the idea. We are changing the status to "Open for voting" since it has been around for over 30 days and no longer considered "New". If you have any questions on the life cycle of an idea, check out our Idea Getting Started Guide for more information.

Level 3
February 17, 2023

For all PTE payments (S Corp & Ptn) can Lacerte do webpay?   when we X the box for webpay, the letter doesn't say to go online to make the payment.   Can Lacerte do auto pay for the PTE payment due for the prior year AND for the 1st estimate for Current tax year?

Level 3
January 31, 2024

Looking for a way to change the order of the paragraphs in the letter without doing a custom letter.  In the navigation panel under Client Letter settings it shows as the CA paragraph & estimate table to be side by side, but when it prints the CA PTE payment prints in the middle between the CA paragraph and estimate table.  The setting make it look like all of the PTE payments print at the end.