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2021 Estimated Tax Payment Schedule in Client Letter, Any Way to Batch-Export for All Clients at 2020 Lacerte Tax?

hzhao
Level 1

Hi. I'm wondering is there a way that at 2020 Lacerte Tax, to batch export 2021 Estimated Tax Payment Schedule which is the table data found in Client Letter, for all clients into one Excel?

Step 1: Client - Group Select - All Clients

Step 2: Client - Export - Export to File, Select State Estimate Q1-Q4, Federal Estimate Q1-Q4

 I tries above method. But it does not work clients with multi-states filing status. EG, one client with multi-state filing status,  Select State Estimate Q3 and Federal Estimate Q3 show zero; but this client's Client Letter does show amounts for Select State Estimate Q3 and Federal Estimate Q3.

 

Any solution would be much appreciated! Thanks! 

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