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Local Tax Estimates - 2022 Organizer
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colinsbray
Level 3
11-15-2022
02:42 PM
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Probably no hope for this, but might there be a way to request that Lacerte includes ALL agencies that a client had 2022 estimated payments for in the organizer?
Starting with 2021 our region had 2 new local taxes that frequently required estimated payments for 2022. The organizer does not populate these into the "Direct Deposit & Estimates" pages, although it does include estimates for another longstanding local tax if they were outlined for the client. I would say we have about 20 times more clients with estimates for the new local taxes than the existing ones, as they apply to all income, not solely Schedule C/E income like the latter.
It would certainly make our lives much easier come early next year if we were actually able to give our clients a worksheet for their estimates that includes all their estimates...
Specifically, referring to Preschool for All & Metro Supportive Housing Services for the Portland, Oregon area.
Thanks!
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