projected estimated tax payment

[tfoti]

can anyone shed some light on how the projected estimated tax payments are calculated in the tax advisor estimated tax payment plan program.  I'm getting some wild numbers that make no sense

[strongsilence]

I'm learning this product too.  Supplying some examples or actual numbers would help becuase your question is vague.

[strongsilence]

Also, you could attach a snip of the problems to provide more detail. I use the standard Snipping tool from Msft

@tfoti 

[tfoti]

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?

[tfoti]

the snipping tool would not let me paste my snip into this post. I even copied it to a word document and a pdf first and that didn't work either.

The client report does not do the math correctly.  I think it is pulling from a wrong line in the adjustments report because the view summary (upper left corner) shows the correct figures (but you can't print this) and the full blown adjustments report that you are able to print arrives at the correct answer but the report that is supposed to pull it all together and be able to send to a client does not.

so frustrated!

[tfoti]

 I feel like the progam is incorrectly pulling from the line titled:

"Remaining/Overpaid tax payment" (which I cannot even figure out how this is calculated)

Versus :

"Federal Balance Due or Refund" which would be the correct line