Electronic payment of partial balance due

Forum|Forum|6 years ago
December 7, 2019
1 reply
20 views

Electronic payment of partial balance due. Client would like to pay a partial payment when he electronicaly files and pay the balance in 60 to 90 days. An installment agreement request would not be abbplicable

Lacerte Tax

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Best answer by itonewbie

If all you want is to authorize a payment for less than the balance due, you can override that on Screen 3 under Miscellaneous > Form 1040 payment (defaults to amount due) [O].

You should then either generate a separate 1040-V which your client would use to pay the remaining balance or provide the instructions for your client to settle that via Direct Pay or pay by debit/credit card.

itonewbieAnswer

Level 15

If all you want is to authorize a payment for less than the balance due, you can override that on Screen 3 under Miscellaneous > Form 1040 payment (defaults to amount due) [O].

You should then either generate a separate 1040-V which your client would use to pay the remaining balance or provide the instructions for your client to settle that via Direct Pay or pay by debit/credit card.

---------------------------------------------------------------------------------Still an AllStar

D

D2018

Level 3

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