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Level 2
March 15, 2024
Discussion ongoing

Client letter instructions for PTE payments need separate paragraphs

Related products:Lacerte
  • March 15, 2024
  • 1 reply
  • 6 views

Typically, balances due for the current tax year and estimates for the next tax year are contained in separate paragraphs. This makes it easier for us to explain to our clients and for them to understand.

However, the CA PTE payments are combined into the same paragraph, creating unnecessary confusion. Please add a paragraph-break between the current year balance due and the following year 1st installment.

1 reply

Level 7
March 15, 2024

Thanks for the idea to add a paragraph-break between the current year balance due and the following year 1st installment.   . We are changing the status to "Open for voting".

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