fgatour
Level 1
12-07-2019
04:13 AM
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in 2017 I encouraged clients to use the feature in Proseries Basic to have their estimated taxes filed electronically. I assumed that that data would transfer to next year so when I would open their return the payments would be already entered just like when a refund is applied to next years taxes payments . Needless to say they are not.
Questions
1) Is there a way to determine which clients are paying estimated taxes electronically with out having to open each client individually?
2) Is there a way to have that data transfer year to year?
Best Answer Click here
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