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Level 3
March 2, 2026
Question

State Estimated Tax Vouchers without state return

  • March 2, 2026
  • 2 replies
  • 8 views

I have a client that moved right at the end of 2025.  They do not need to file a return in the new state, but will need estimated tax vouchers for the new state.

Is it possible to generate vouchers for a state in which you do not want to file a return?  Can find no info on this in the Lacerte help, and have spent too much time trying to make this happen.  Hoping someone can point me in the correct direction.

Thanks

2 replies

George4Tacks
Level 15
March 2, 2026

I think possible, but unlikely. I tried just adding new state to the return. That involves a new REP and a fee. In this case I added OR.  I then entered the ES for that state using the drop downs

Answers are easy. Questions are hard!
Intuit Community Champion
March 3, 2026

You'd probably need to add the state to the return. If you have to pay REP charges, you might just want to use the vouchers from the state's dept of revenue website.

They should qualify for safe-harbor, presuming that state considers PY in the calculation, so no underpayment penalties, right? But I applaud you wanting to get your client started off on the right foot and avoid a big bill next year.

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