tfoti
Level 3
yesterday
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Hi, thank you for taking an interest in my question. I will provide an example in a separate post but first I have spent so many hours on the phone with support over this and no one could explain why I'm getting incorrect numbers in the summary client report. Today I was told that you cannot use the estimated tax payment plan program unless you first enter the changes in the Tax Plan program. But that would mean you have to enter them in both and doesn't sound right to me. There are clients that I just want to tweak their estimates based on 2024 return numbers and don't want to do a tax plan for. I thought the two programs stood alone. What is your understanding of it?