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January 22, 2026
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Display column in settings for clients who will be using "E-file Estimated Payments Wizard"

Related products:Lacerte
  • January 22, 2026
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Can we have a display column from the settings that shows which clients we have selected to use the E-file Estimated Payments Wizard. It can be as simple as a checkmark.

There is a diagnostic when we e-file the tax return, but it is still very easy to lose track when filing multiple clients at once. A display column on the client list will be the best control to keep track. 

Thank you.