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I called the CA FTB to cancel an est tax payment. The rep informed me there was no such payment for my client. The Acceptance Letter included said CA est. payment. ???

angeli
Level 1

The FTB rep said that certain software may have included instruction for CA estimated taxes but these didn't get processed. I'm not sure where the fault lies. And who will bear the penalties and interest. I didn't get an Alert from Lacerte to watch out for this. Did anyone else have this experience?

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Accepted Solutions
abctax55
Level 15

This known issue was addressed in this alert:

https://accountants-community.intuit.com/articles/1652073

And yes, lots of folks were upset.  Here's just one:

https://accountants-community.intuit.com/questions/1727468-warning-ca-2018-est-payments-set-to-come-...

"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"

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2 Comments 2
abctax55
Level 15

This known issue was addressed in this alert:

https://accountants-community.intuit.com/articles/1652073

And yes, lots of folks were upset.  Here's just one:

https://accountants-community.intuit.com/questions/1727468-warning-ca-2018-est-payments-set-to-come-...

"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"
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abctax55
Level 15

And this one from Spidell:

https://www.magnetmail.net/actions/email_web_version.cfm?ep=c_uDcZ4Ub1q1cNMs0FmTndWmqTaX8L2w7pV2fCBq...

"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"
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