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Level 1
March 10, 2026
New

E-file status of PTE payments

Related products:Lacerte
  • March 10, 2026
  • 1 reply
  • 3 views

When PTE payments are set up for direct debit, it would be nice to have it showing as an Auto Withdraw, like any balances due or estimates, when submitting the E-file.  There is no "proof" in Lacerte that the payment will be withdrawn other than on the E-file confirmation letter.

1 reply

Level 4
March 10, 2026

I completely agree!  It is rather unsettling.