rbynaker
Level 13

@JOFI wrote:

Understood, but this is an overly paternalistic approach from ProSeries.  Many clients of mine have still paid by check and voucher, and I have yet to hear of a case where Virginia returned their payment.

Why not let the tax preparer and the client decide how they wish to handle this?


I don't disagree.  A lot is done by tax software companies in the name of "the state made us do it".  Until you switch software and there's somehow a different list of things "the state made us do."

In PS do you still have to add the VA locality to the return every year?  Not so in at least one other software.  <shrug>

At least this PMT problem is consistently annoying across software platforms.  I have a couple older clients who refuse to make electronic payments.  Sometimes what I can do is decrease the balance due so the voucher prints, then put the return back to normal and hand write the correct payment amount on the voucher.  It's not exactly a "solution" and it's not what VA wants but like you said, they're still cashing the checks.  I fully expect to see my 87-year old client on the news being hauled off to jail for paying her taxes on time with a check.

 

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