Locating and Transmitting California Estimated Tax Payments in Lacerte

Follow these steps to identify all tax returns which include an amount due on the First Quarterly Estimate:

1. Select F3 on the Clients tab.
2. In the Client Group Selection window select Other.
3. In the Field Name field, select State Estim 1st Qtr.
4. In the Compare field, select is at least.
5. In the Value field, enter ‘1’.

Follow these steps to create a Custom Database Report:

1. On the Clients tab, select the clients to include in the Custom Database Report.
   • Press the F3 key on your keyboard to open the Group Selection window and select a group of clients based on the specific criteria or hold down the CTRL key on your keyboard and manually click the clients you want to include in the report.
2. Click on Print menu and then select Database Reports.
3. Click on the  Custom tab and select the  Add icon on the toolbar to create a report.  If it is the first time going to Custom Reports, the program will prompt to create a new report.
4. Enter a name for the new report and click OK.
5. In the Available field, select the item(s) you want to filter for the client data.
6. Double-click on the item(s) to move them to the  Print Columns field.
   • For this report, you may want to include information such as Client Full Name, last name first and Taxpayer or Spouse Daytime Telephone Number.
7. Click the Preview button at any time to view the report or click the  Print button to start printing the report.
8. To save the report for later use, click the Save icon.
9. Click Close to close the window.