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Can you use Lacerte system to e-pay 2025 estimated CA tax and PTE tax?

sumluck
Level 2

I am trying to use the estimated payment wizard to do the e-filing of California estimated tax and PTE tax, but it says Client does not have estimated payment to file.  I checked online, it sounds like Lacerte does not support Partnership estimated tax e-pay for CA, but I can't find anything on PTE tax for 2025.  The odd thing is, it worked for our client last year, but not this year for PTE tax.  

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Karl
Level 8
Level 8

I had that same issue last year in the S-Corp module. It was very nerve-wracking. I bird-dogged the FTB MyFTB page for my clients at the PTET payment deadline to make sure it went through.  The payments went through for all of them.

I know that doesn't give much assurance or comfort, but that's all I have for you. If the Client Letter says they will be auto-debited, I think you're all set.

 

*If this (or another answer/reply) solves your problem, please click "Accept as Solution" to get this post out of the "Unanswered" queue of posts.*

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Karl
Level 8
Level 8

Yes, you should be able to do this. Make sure on Screen 37.011 that you 1) check the box that all partners want in, input last year's prepayment made, and UNcheck the WebPay boxes; and then select auto-debit for everything applicable on Screen 3.

*If this (or another answer/reply) solves your problem, please click "Accept as Solution" to get this post out of the "Unanswered" queue of posts.*
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sumluck
Level 2

Thank you for your reply.  But on the Status update, we don't see if the PTE payments went through.  We can see the estimated tax payments for each quarter, but not for PTE tax.  

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Karl
Level 8
Level 8

I had that same issue last year in the S-Corp module. It was very nerve-wracking. I bird-dogged the FTB MyFTB page for my clients at the PTET payment deadline to make sure it went through.  The payments went through for all of them.

I know that doesn't give much assurance or comfort, but that's all I have for you. If the Client Letter says they will be auto-debited, I think you're all set.

 

*If this (or another answer/reply) solves your problem, please click "Accept as Solution" to get this post out of the "Unanswered" queue of posts.*
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