George4Tacks
Level 15

@Randall-K Are you referring to a 540? Look in Screen 3 > California Miscellaneous > Next to last check box is Requires electronic payment. Is that checked? Should it be checked? You need to look back and see if the client meets:

Electronic payments are required if you either:

  • Make an estimated tax or extension payment over $20,000
  • File an original return with a tax liability over $80,000

Fiduciaries, estates, and trusts are not required to make electronic payments.


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