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Level 2
February 7, 2026
New

Filing instructions should include electronic payment language

Related products:Lacerte
  • February 7, 2026
  • 2 replies
  • 9 views

Please allow for electronic payment instructions on both federal and federal estimated filing instructions or allow us to change the language on filing instructions like we can on client letters.  Right now clicking "direct pay" yes from settings, tax return populates "To pay by direct pay, visit www.irs.gov/payments for more info" on the federal filling instructions, but not on the estimated payment filing instructions.

2 replies

Level 4
February 7, 2026

Please allow us to use the Estimated Tax Payment wizard to queue up automatic withdrawal of our client's federal estimates on a quarter-by-quarter basis.  

Additionally, allow us to queue up corporate federal estimates for electronic withdrawal. 

Level 2
April 9, 2026

Yes, this! Electronic payments are ubiquitous these days, and honestly, I prefer that clients make payments themselves instead of setting up payments for them.