To apply an overpayment (or refund)
- Go to the Input Return tab.
- Select Payments, Penalties & Extensions from the left menu.
- Select 20XX Estimated Tax (1040-ES), W-4, W-4P) then 20XX Estimated Tax (1040-ES).
- Apply the amount by either of these methods:
- Select one of the options from the dropdown arrow in the Apply overpayment to 20XX, or;
- Enter the amount of overpayment (or refund) in the field Amount of overpayment to apply to 20XX. ProConnect will apply the overpayment to each voucher in order, until the amount is exhausted, and will print the estimate vouchers for any quarter not credited in full.