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xinzhou6655
Level 2
April 3, 2026
Question

1040-ES auto withdraw--Lacerte e-file activity report does NOT show auto withdrawal status

  • April 3, 2026
  • 1 reply
  • 9 views

Hi Teams,

I set up electronic withdraw for my client's 2026 estimated tax(1040-ES), and then e-filed his 2025 return. However, I noticed that the e-file activity report will not show his 2026 Fed quarterly estimated tax electronic withdraw status information.

In other words, there is no proof for me to show IRS and client that I have scheduled the quarterly estimated tax payments. I'm very nervous about it. 

Have your scheduled 2026 Fed estimated tax auto withdraw from Lacerte? Does it really work? 

 

Thank you for your help in advance!

1 reply

PhoebeRoberts
PhoebeRobertsIntuit Community Champion
Intuit Community Champion
April 3, 2026

I use the Financial Transaction Summary to give to the client. 

The auto-withdrawal works great, as long as funds are available.

    X
    xinzhou6655Author
    Level 2
    April 3, 2026

    That's a good point. Thanks for letting me know this form. I will print out for my client as his record. 

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