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In Proseries Basic, the estimated tax payments data filed electronically does not transfer to next years return

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Level 1

in 2017 I encouraged clients to use the feature in Proseries Basic to have their estimated taxes filed electronically. I assumed that that data would transfer to next year so when I would open their return the payments would be already entered just like when a refund is applied to next years taxes payments . Needless to say they are not. 

Questions

1) Is there a way to determine which clients are paying estimated taxes electronically with out having to open each client individually? 

2) Is there a way to have that data transfer year to year? 

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Level 15

The bank could have closed since the payments were set up or the payments could have bounced.  Clients need to tell preparers how much was actually paid so the software isn't going to automatically carry the amounts into the following year's return.

ex-AllStar, ex-Lutefisk taste taster, ex-ACME product tester
and ex marks the spot where those rocks and anvils hit me.

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1 Reply 1
Highlighted
Level 15

The bank could have closed since the payments were set up or the payments could have bounced.  Clients need to tell preparers how much was actually paid so the software isn't going to automatically carry the amounts into the following year's return.

ex-AllStar, ex-Lutefisk taste taster, ex-ACME product tester
and ex marks the spot where those rocks and anvils hit me.

View solution in original post

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