Re: I am drafting a pymt for a clients 1041 extension for the first time in Lacerte. What are the required steps that I need to use to ensure that the payment gets drafted ?

loffredopc · ‎07-13-2020

kreinard · ‎07-14-2020

Screen 2

Scroll down to the Electronic Payment Section/Extension

Check the box for Electronic payment of tax due with extension

Enter the banking information just below that

e-file the extension

I am drafting a pymt for a clients 1041 extension for the first time in Lacerte. What are the required steps that I need to use to ensure that the payment gets drafted ?