FinTrans Summary report should show CA amount to be debited even if 'Requires Electronic Payment' box is checked

Related products:Lacerte

Forum|Forum|3 years ago
August 16, 2022
2 replies
6 views

Currently, if the 'Requires electronic payments' box is checked in the California Miscellaneous section of Screen 3, the CA payment to be debited is not included in the Financial Transaction Summary report.

If the box is not checked, the amount to be debited appears in the FinTrans Summary report. This can be quite confusing. The FinTrans Summary report should show all amounts that will be directly debited when the returns are filed.

Please fix this.

This topic has been closed for replies.

A

Anonymous

Thanks for the idea. We are changing the status to "Open for voting" since it has been around for over 30 days and no longer considered "New". If you have any questions on the life cycle of an idea, check out our Idea Exchange Getting Started Guide for more information.

M

mgdtaxAuthor

Level 4

Would like to follow up on this idea. This seems like it would a simple fix, and the fact that the payment to California doesn't show up on the FinTrans Summary, even though the payment is in fact being made automatically, is really anxiety-causing.

Thank you

Sign up

Login with SSO

Let's get you signed in

Login with SSO

Scanning file for viruses.

This file cannot be downloaded