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ProSeries Professional will not print California 540ES estimate vouchers

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Level 2

Taxpayer had tax liability of 21k which is well below the California mandatory epay requirement of 80k but system will not print CA estimate vouchers even though he is required to pay about 21k in estimates for 2020

How do I fix this?

 

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Highlighted
Level 2

Taxpayer is required to pay this and all future payments electronically is "Your estimated tax or extension payment exceeds $20,000"

Or if CA tax liability exceeds 80k

In this case the liability is 23k which is less that the 80k but more that the first 20k rule

Since ProSeries checked that mandatory epay box on its own, I now assume the 20k rule applies to the annual estimate requirement and not just each individual estimate payment

 

 

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6 Replies 6
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Level 15
Level 15

Do they appear in the Forms in Use list but just wont print, or do they not even show up in the forms list?


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Highlighted
Level 2

They do not appear in the forms list

But if I go to to each form, each form shows on the screen but still not on the forms list

And can only print if I print each as an individual form - not with pdf or print of the entire return

 

 

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Highlighted
Level 8

Is it like the federal Estimated Tax Worksheet  where you have option to select "Calculate estimates regardless of amount" ? 

Highlighted
Level 2

Perhaps I need to describe this better

On the 540-ES Estimated Tax Worksheet

1a          100% of 2019 taxes    checked

3a          Calculate estimates if 500 or more    checked  (est amt is 23k)

Part II  Overpayment application options

2a         apply none     checked

Part III   Rounding and printing options

2a       Print per part I lines 3a-c    checked

Part IV Estimated Tax Payment Summary

col 2 July 15, 2020 line 2 indicated which payment is due next      checked

Forms in Use window shows only "Estimated Wks" but no individual pmt vouchers

and the payment vouchers do not print with the return

Can only print vouchers by "File", "Print", "Print Selected Forms"

Thanks

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Highlighted
Level 2

Think have just located the source of the problem

In the Information Worksheet Part IV 

Mandatory Electronic Payments:

Client is required to make CA tax payments electronically  is checked

Now I need to determine why that is checked

The current tax returns certainly does not meet the mandatory epay requirements

But maybe once you are required to epay all future pmts must be paid via epay

 

 

 

Highlighted
Level 2

Taxpayer is required to pay this and all future payments electronically is "Your estimated tax or extension payment exceeds $20,000"

Or if CA tax liability exceeds 80k

In this case the liability is 23k which is less that the 80k but more that the first 20k rule

Since ProSeries checked that mandatory epay box on its own, I now assume the 20k rule applies to the annual estimate requirement and not just each individual estimate payment

 

 

View solution in original post

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