dougrice
Level 2
‎06-03-2022 02:54 PM

When I check box 1 near the top of the "Estimated Tax Worksheet" in ProSeries trust tax software IT DOES NOT WORK.  

Box 1 is the option to pay 100% of prior year taxes (or 110% if over AGI threshold of $150K).

Even after checking that box, the worksheet STILL computes estimates on the lessor of prior year tax or 90% of a 2022 estimate.  

Hopefully a ProSeries programmer will read this and FIX IT.  It is messed up for Fed and California

Doug R

 

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Just-Lisa-Now-
Level 15
Level 15
‎06-03-2022 03:30 PM
The ES worksheet made me struggle way more than I should, I just did the math and input my own voucher amounts on many returns.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
dougrice
Level 2
‎06-03-2022 03:39 PM

Agreed.  The worksheet is messed up... shouldn't have to override stuff... If I choose the "100% of Prior Year" box, that is the option that should be computed.

Wish I could charge ProSeries my billable rate for every error I find in their software

Doug R

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