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Level 1
March 30, 2021
Question

How do i prevent lacerte from preparing estimated tax vouchers when the client want need them in 2021

  • March 30, 2021
  • 1 reply
  • 11 views
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1 reply

Level 6
March 30, 2021

Go to screen 7, Estimates/W-4 > 2021 Estimated Tax.  The second line is Estimate options with a pull-down menu.  Options 9 and 10 will suppress estimates, with or without the worksheet.

OR

You can use the Federal Estimated Tax Worksheet section below to adjust withholding, income and/or deductions to make the program acknowledge there won't be a need for estimates.  This is a helpful page to get familiar with for adjusting estimates.