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- Re: TAX ADVISOR FOR QUARTERLY ESTIMATED INCOME TAX PAYMENTS
TAX ADVISOR FOR QUARTERLY ESTIMATED INCOME TAX PAYMENTS
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glenn94123
Level 2
11-29-2025
03:24 PM
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When I load Tax Advisor, I'm prompted to choose between setting up a Tax Plan or Setting up Qtrly estimated income tax pmts. If I set up a plan, I see that it is automatically saved and available for future use. But when I set up estimated income tax payments, it is not saved. Meaning that if i need to update that record, I have to start all over again.
How do I save an estimated income tax plan?
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Intuit_Kallana
Employee
12-04-2025
09:57 AM
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Hi, the Estimated Tax Payment Plans save as well. To access a previously completed one, click on the plans button on the left gray menu (looks like 3 horizontal lines). Next, click on "Estimated Tax Payment Plans". You will see any plans you have created. You can toggle on this screen between existing "Tax Plans" and "Estimated Tax Payment Plans" using the buttons at the top.
