Where are the Federal Filing Estimates Instructions in 2020 LaCerte? It used to automatically populate and now it is completely gone. We are having to create our own instructions letter to send to our clients.

Forum|Forum|5 years ago
March 23, 2021
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Lacerte Tax

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Best answer by AngelicaD

See if you letter setup has the highlighted [ETS] which I THINK is the table.

I found the problem. Under Options>Tax Return>Federal Tax Options>Suppress Federal Estimates When Paid Electronically was marked as "yes". I switched this to "no" and now the Electronic ES Letter appears.

Thank you!

George4Tacks

Level 15

Are you referring to a separate letter with the ES? Maybe when you look at Settings > Options > Items to print > under General is Tax Payments, be sure that is checked.

In the client letter (Settings > Client Letter) look at the left for Standard > Estimates Table > and review those paragraphs.

Possibly you would benefit from importing some of last year's settings https://proconnect.intuit.com/community/help-articles/help/what-program-options-transfer-from-the-prior-year-software/00/3351

Answers are easy. Questions are hard!

A

AngelicaDAuthor

Level 2

For some reason when a client chooses to pay their estimates electronically, the federal ES instructions disappear when we jump to forms. If they are paying by check, then the instructions are available. Also, there is no issue with the ES electronic payment instructions for the state (CA). I contacted tech support over two weeks ago. The steps the tech provided did not resolve the issue and they ended up taking a copy of the file. We have created an ES instructions letter to provide to our clients who are paying electronically.

George4Tacks

Level 15

When paying electronically, there is nothing to do, so Lacerte does not create the instructions. Look at the Financial Transaction Summary as that lays out what will be done, unless the client calls the number in the client letter to stop the payments.

Answers are easy. Questions are hard!

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