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Level 3
February 28, 2026
New

better consistency with electronic payments of estimated taxes

Related products:Lacerte
  • February 28, 2026
  • 2 replies
  • 6 views

The federal estimated tax payments and state estimated tax payments follow two different systems.  One gives you control over the payment dates and amounts, one doesn't.  One gives you a confirmation letter that the payment was processed, one doesn't.  One is clear on the client letter that the payment will be made electronically, one doesn't (and there isn't a way to customize it either) thereby forcing us to manually override the client letter or use the instruction letters which are miserable.  The state payments are on different screens in different modules.  As more of the taxing authorities force electronic payments, we need to be able easily determine and confirm what was paid and how.  Clean it up, enhance the client letter, give us an acceptance letter for the federal estimated tax pmts, and make the process more consistent across the modules for the users.  

2 replies

Level 4
February 28, 2026

I 100% agree and have posted a similar request to allow us to have a federal estimated tax payment wizard just like the state wizard!

 

Level 4
February 28, 2026

Additionally, allow us to pay federal corporate estimated taxes electronically.  Our only choice now is to tell our clients to log into EFTPS to make the payments.