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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View Lacerte Hot Topics.
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- 2021 Estimated Tax Payment Schedule in Client Letter, Any Way to Batch-Export for All Clients at 2020 Lacerte Tax?
2021 Estimated Tax Payment Schedule in Client Letter, Any Way to Batch-Export for All Clients at 2020 Lacerte Tax?
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hzhao
Level 1
09-15-2021
12:19 PM
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Hi. I'm wondering is there a way that at 2020 Lacerte Tax, to batch export 2021 Estimated Tax Payment Schedule which is the table data found in Client Letter, for all clients into one Excel?
Step 1: Client - Group Select - All Clients
Step 2: Client - Export - Export to File, Select State Estimate Q1-Q4, Federal Estimate Q1-Q4
I tries above method. But it does not work clients with multi-states filing status. EG, one client with multi-state filing status, Select State Estimate Q3 and Federal Estimate Q3 show zero; but this client's Client Letter does show amounts for Select State Estimate Q3 and Federal Estimate Q3.
Any solution would be much appreciated! Thanks!
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