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Override estimated tax voucher payment amounts in Lacerte

SOLVEDby IntuitLacerte Tax23Updated April 15, 2022

This article will help you override the estimated tax payment amounts that print on your federal payment vouchers and client letter. These steps can also be used for most states, though exact inputs may vary. Click on your return type below to get started.

  1. On the Detail tab, select Payments & Penalties.
  2. Click on Screen 7, 2022 Estimates.
  3. Select 2022 Estimated Tax (1040-ES).
  4. Enter the Amount of overpayment to apply to 2022 if applicable.
  5. On the left-side menu, select Overrides.
  6. Check the box Do not reduce override by overpayment applied, if you do not want the amount from step 4 to adjust your override entries.
  7. Enter the desired voucher amounts for all four quarters, or enter an amount in 2022 Estimated Tax [Override]*.
    • Enter -1 to set a quarter to zero.
    • If already paid, enter the quarter as a negative amount (for example, -300).
    • If any quarter is overridden, all four quarters should be overridden.

*Use the 2022 Estimated Tax [Override] field in lieu of quarterly amounts to override the program's automatic calculation of next year's estimated tax liability. The program divides this amount by four to arrive at each required installment.

  1. On the Detail tab, select Payments & Penalties.
  2. Click on Screen 10, Estimated Tax.
  3. Scroll down to the 2022 Estimated Tax section.
  4. Locate the 2022 Estimates (before overpayment is applied) (negative if already paid, -1=none) subsection.
  5. Enter the desired amounts for all four quarters, or enter an amount in 2022 ES (-1=suppress, -2=blank) [Override]*.
    • Enter -1 to set a quarter to zero.
    • If already paid, enter the quarter as a negative amount (for example, -300).
    • If any quarter is overridden, all four quarters should be overridden.

*Use the 2022 ES (-1=suppress, -2=blank) [Override] field in lieu of quarterly amounts to override the program's automatic calculation of next year's estimated tax liability. The program divides this amount by four to arrive at each required installment.

Note: Lacerte no longer produces federal payment vouchers for corporate returns. The IRS requires payments through EFTPS. Your overrides will change the estimated tax schedule on the client letter.

  1. On the Detail tab, select Payments & Penalties.
  2. Click on Screen 10, Estimated Tax.
  3. Scroll down to the 2022 Estimated Tax section.
  4. Locate the 2022 Estimates (before overpayment is applied) (negative if already paid, -1=none) subsection.
  5. Enter the desired amounts for all four quarters, or enter an amount in 2022 ES (-1=suppress, -2=blank) [Override]*.
    • Enter -1 to set a quarter to zero.
    • If already paid, enter the quarter as a negative amount (for example, -300).
    • If any quarter is overridden, all four quarters should be overridden.

*Use the 2022 ES (-1=suppress, -2=blank) [Override] field in lieu of quarterly amounts to override the program's automatic calculation of next year's estimated tax liability. The program divides this amount by four to arrive at each required installment.

Note: Lacerte no longer produces federal payment vouchers for corporate returns. The IRS requires payments through EFTPS. Your overrides will change the estimated tax schedule on the client letter.

  1. On the Detail tab, select Payments & Penalties.
  2. Click on Screen 7, 2022 Estimates.
  3. Select 2022 Estimated Tax (1041-ES).
  4. On the left-side menu, select Overrides.
  5. Check the box Do not reduce override by overpayment applied, if you do not want the refund to adjust your override entries.
  6. Enter the desired voucher amounts for all four quarters, or enter an amount in 2022 Estimated Tax [Override]*.
    • Enter -1 to set a quarter to zero.
    • If already paid, enter the quarter as a negative amount (for example, -300).
    • If any quarter is overridden, all four quarters should be overridden.

*Use the 2022 Estimated Tax [Override] field in lieu of quarterly amounts to override the program's automatic calculation of next year's estimated tax liability. The program divides this amount by four to arrive at each required installment.

  1. On the Detail tab, select Payments, Penalties & Extensions.
  2. Click on Screen 10, Estimated Tax.
  3. Scroll down to the 2022 Private Foundation Estimated Tax section or 2022 Unrelated Business Estimated Tax section.
  4. Enter overrides for all four quarters.
  5. Enter 1 in 1=do not reduce override by overpayment applied, if desired.

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