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Level 2
April 18, 2023
New

money paid with electronic filing

Related products:ProSeries
  • April 18, 2023
  • 3 replies
  • 6 views

When we efile a return or an extension it would be great to know als the amount of money that you asked to be paid with the efile.

One report that showed we efiled, when we efiled and the amount of money that was requested to be paid.

I always simply hope I did that part of the extensions or filing correct.

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3 replies

Level 2
April 18, 2023

Thank you for the suggestion, I'll pass it on to the development team. 

Level 8
April 19, 2023

Add a column to Homebase to show date and amount paid...no need for another update in PS

dkh
Level 15
April 19, 2023

There is an Efiling report that has the information

When in EFCenter highlight client you want the information for then select    Efile>ElectronicFiling>Electronic filing reports>Electronic filing Client Details

the report isn't the easiest to read but it does show the amount scheduled to withdraw for the extension