Discussion ongoing
remove PTET balance payable from the letter when paid with extension
Our client paid the 2022 PTET estimated balance due in March via webpay. Now we are filing the 2022 S-corp return and the payment is properly reflected on the Form 100S. However, the letter is showing that they still owe the amount that was paid in via WebPay estimate for 2022. Per my own research and a call to Lacerte, the only way to remove the balance due from the letter is to manually modify the custom letter. There should be a check box, or a place to enter the estimated payment for the PTET so that it doesn't show up in the letter when it has already been paid and is properly reflected in the return.
