Level 4

Question

Client Letter

Forum|Forum|4 months ago
February 22, 2026
3 replies
20 views

I have a return that I am requesting NYS estimates be paid by automatic withdrawal. The client letter for the NYS instructions show both - instructs the client to mail in IT-2105 with dates and mailing address, then goes on to say "you have elected to have your estimates paid via electronic funds". How can I get the voucher instructions to go away. I checked the box on the fed info page to file state estimates electronically. Am I missing something on the state info page?

thank you

ProSeries Professional

GodFather

Intuit Community Champion

Did you also check the box to show the return itself is being filed electronically? Probably did, but just making sure.

Also...did you complete this section on the Info Worksheet?

J

JSKAuthor

Level 4

Yes I did check the box on the federal info page to file the return electroncially, as well as file the estimated payments electronically for NYS. I even unchecked the box, & saved it (then the letter just says to mail in vouchers), then I checked it again hoping there was some glitch, & that would fix it. It didn't. It just has the letter stating to mail in vouchers, and right below that is a paragraph that estimates for NYS will be electronically filed. I do appreciate your time in helping me troubleshoot.

BobKamman

Level 15

Typical New York. First they demand the software be final by mid-February. Then when they get it, they demand that it not have errors.

Well, good luck with all that snow anyway. Be glad that some of the programmers are in Bangalore, not Brooklyn.

J

JSKAuthor

Level 4

Excuse me, I thought I was on a Professional Page, but if you need to be nasty, please comment on FaceBook posts. I'm not sure where you are from, but us New Yorkers are not afraid of snow. We will be just fine thank you. As for "demanding" the software be final by mid-February, we never demanded anything. We expect when we pay good money for a product, that it work. I personally, never demanded anything from Intuit or ProSeries, but I do expect a program to work. If you took the time to read my post, I was asking if someone knew if I might be missing something...did I forget or miss a box to check. I never once commented about the program.

In the future Mr. Kamman, please refrain from responding to my posts.

GodFather

Intuit Community Champion

JSK...pretty sure Bob was referring to New York's Department of Taxation and Finance, not New Yorkers in general. Maybe a call to Intuit Customer Support is in order to see if they can troubleshoot your issue. Good luck.

In any event, I live about 30 minutes northeast of Philadelphia, and we have about a foot on the ground here. Not as bad as they predicted but apparently there is a bit more to come.

Skylane

Intuit Community Champion

@JSK I wasn't aware that you could ACH the NY ES payments.... Make sure the X is marked in Part VI of the to file. Then you have to complete the NYS Estimated worksheet. Make sure that calculate estimates is selected (even if you change the amounts in the voucher amounts at the bottom of the worksheet... (I think that's part of the magic).... Bottom line is the client letter came out correctly (with no editing required.

after 3/1 my patience evaporates and I can out snark Bob and most others any day of the week. He's among the most knowable contributors here and I've learned plenty by reading his posts.

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

Skylane

Intuit Community Champion

Here are the PS instructions

https://accountants.intuit.com/support/en-us/help-article/estimated-taxes/generating-e-filing-individual-new-york-state-tax/L6hyhWGKv_US_en_US?srsltid=AfmBOor82Edo47unRgcyWa4fSQCMuuCD5fvRkKsAax1Kb85pjQ_TqmUD

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

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