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Level 4
August 26, 2025
Question

projected estimated tax payment

  • August 26, 2025
  • 4 replies
  • 20 views

can anyone shed some light on how the projected estimated tax payments are calculated in the tax advisor estimated tax payment plan program.  I'm getting some wild numbers that make no sense

4 replies

Level 10
August 27, 2025

I'm learning this product too.  Supplying some examples or actual numbers would help becuase your question is vague.

 

Level 10
August 27, 2025

Also, you could attach a snip of the problems to provide more detail. I use the standard Snipping tool from Msft

@tfoti 

tfotiAuthor
Level 4
August 27, 2025

Hi, thank you for taking an interest in my question. I will provide an example in a separate post but first I have spent so many hours on the phone with support over this and no one could explain why I'm getting incorrect numbers in the summary client report.  Today I was told that you cannot use the estimated tax payment plan program unless you first enter the changes in the Tax Plan program.  But that would mean you have to enter them in both and doesn't sound right to me.  There are clients that I just want to tweak their estimates based on 2024 return numbers and don't want to do a tax plan for.  I thought the two programs stood alone.  What is your understanding of it?

tfotiAuthor
Level 4
September 2, 2025

I was told by customer support that you needed to do a full blown TAX PLAN before you could use the estimated tax payment program in the Tax Advisor program.  My understanding is that estimated tax payment plan could be used independently from the tax plan program.  Could anyone advise on this?

Level 10
December 2, 2025

I didn't see your replies until now Mr. Tfoti. Based on the lack of replies it doesn't seem like anyone uses ITA. 

 do a full blown TAX PLAN before you could use the estimated tax payment program in the Tax Advisor program.

I don't think this is correct.  I have used the Estimated Tax Plan in ITA without using the full TAX PLAN. There is nothing that I found in the Intuit guidance such as "Getting Started" that resolves your dilemma.

@tfoti 

IRonMaN
Level 15
December 2, 2025

"I don't think this is correct."

Evidently nobody in support uses the product either 😬

Slava Ukraini!
Accountant-Man
Level 13
December 3, 2025

What's wrong with the Tax Planner? As long as you change the Year and then enter any new numbers for 2025 it even calculates the Old Person Deduction for 2025 and the increased Standard Deductions.

ps I never heard of ITA before this post.

** I'm still a champion... of the world! Even without The Lounge.
BobKamman
Level 15
December 3, 2025

@Accountant-Man "I never heard of ITA before this post"

I just read how they're starting to fly from Rome to Houston.

https://onemileatatime.com/news/ita-airways-houston-flights/