How do I find out which ProConnect clients have Estimated Payments?

Forum|Forum|17 days ago
September 3, 2026
4 replies
47 views

I need a list to remind clients.

IntuitKatie

Moderator

Hi great to see you in the Community and thanks for posting! Here's a support article that should help with this:

Create and export client reports in ProConnect Tax

Select Reporting from the left-side menu, then Download 1040 data. This generates a CSV export of your e-filed federal return data (using the most recent accepted e-file per client), which you can then filter/sort by estimated payment fields to build your reminder list. We'd recommend password-protecting the file once downloaded since it contains client data.

If you need further assistance with this we would reach out to ProConnect Tax Support.

T

TrishTAuthor

Level 3

I have downloaded the report, but there is no column with estimated payments that I could find. The list when I follow your above link does not include an estimated payment field. I check 2025 and 2024 for specific clients who I know had or currently have estimated payments due. In LaCerte we did the field for estimated payments which could be sorted.

IntuitKatie

Moderator

Thank you for the follow-up! To confirm, the 1040 data download currently doesn't include a dedicated estimated payments column, per Intuit's own documentation, this export doesn't yet cover every data point, and they're actively collecting feedback on what fields to add (you can submit this request via Reporting > Feedback in ProConnect).

See the pic below where to submit a request:

T

TrishTAuthor

Level 3

Thanks for following up.

Sign up

Login with SSO

Let's get you signed in

Login with SSO