auto withdraw estimated quarterly payments

Forum|Forum|2 years ago
February 25, 2024
1 reply
17 views

Client wants to set up an auto withdraw of quarterly estimated payments. I am unable to find this capability in the program.

Any insight?

TIA

ProSeries Basic

This topic has been closed for replies.

Best answer by Frustrated-in-IL

Yes. For IRS, go to the "Estimated Tax Worksheet" and in Part III, hit the checkbox for each quarter you want automatically withdrawn.

I know here in IL, that feature is unavailable. Check your state to see if you can do it there. It would undoubtedly be on a comparable form for each state.

F

Frustrated-in-ILAnswer

Level 8

Yes. For IRS, go to the "Estimated Tax Worksheet" and in Part III, hit the checkbox for each quarter you want automatically withdrawn.

I know here in IL, that feature is unavailable. Check your state to see if you can do it there. It would undoubtedly be on a comparable form for each state.