Automatic withdrawals for est do not show up on the following year pro-forma

Forum|Forum|2 months ago
April 9, 2026
2 replies
13 views

The issue is that when you tell ProSeries to make automatic withdrawals for estimated payments, those payments do not show up on the following year pro-forma. So, unless you remember that you told ProSeries to make automatic quarterly withdrawals or if you go to the prior year and check, you will miss the estimated payments.

It would be helpful if ProSeries pushed that information forward to the following year and at least prompted you to confirm!

ProSeries Professional

dascpa

Level 11

When preparing returns you should always have both year returns open. I also use the current Year and Permanent Notes fields in the Client Status worksheet to help me remember important items.

Just-Lisa-Now-

Intuit Community Champion

yea, then you get that one client that closed their bank account mid year (and never called you) and 2 of the ES payments didnt get paid , and then they get the IRS letter asking for more money and youll be saying 'Why does PS input the ES payments when we havent confirmed they were made"..

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

Skylane

Intuit Community Champion

@Just-Lisa-Now- that’s exactly what I was alluding too… if the entries are transferred to next year, they would have to be flagged as items in error that require action to force preparer to verify… but of course there are those who just clear the errors and move on… (my grumpy old mentor used to enter prior year ES and took the position…. “i don’t need to check… i gave them vouchers and told them to make the payments… if they get a letter because they didn’t do what I told them, it’s their fault…

If at first you don’t succeed…..find a workaround

Skylane

Intuit Community Champion

I agree with both @Dwool and @dascpa

of course, we check, compare, and make (some sort of ) file notes regarding prior year ACH ES payments we set up….

In my INTU fantasy world, all ES payments (ACH or not) would transfer and prefill in the payment page of next years return… BUT automatically Flagged (F8)

All ES payments must be verified with TP anyway (ya never know if an ACH didn’t process (clsd acct, nsf)…. And a lot of my ‘seniors’ fail to mention in their organizers (when they complete them)

If at first you don’t succeed…..find a workaround

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