New
Automated Estimated Payment Carryforward
If estimated payment electronic payments are selected for a tax return, then they should be added automatically to the next year's client tax return when you transfer your clients to the next year. Right now the current year's Lacerte does not pick it up automatically, so you have to go back manually and check and client to see if they paid estimated through Lacerte (payments set up and set in motion for the year when the return is e-filed).
