kbroccoli
Level 2
‎12-06-2024 12:50 PM

We had some new folks on our team this past tax season who weren't given instructions on when/how to use the eFile Estimated Payments Wizard when needed.  We know of a few clients who DID have their estimated payments run and have been able to pull a report showing whose payments were accepted.  But we are also trying to figure out how to pull a report to see who still NEEDS this done and got missed.  Is there a way to do that?

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Karl
Level 8
Level 8
‎12-13-2024 02:24 PM

That will be tricky because the fed estimate auto-debits e-file ONLY WITH the federal return e-file. You can adjust your display columns, but there don't appear to be any "fed est e-file status" ones. I grabbed a few related ones, see if any of these might help get you there.Screenshot 2024-12-13 122038.png

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