How to put California Webpay instructions on client letter even if not required

[George4Tacks · Accepted solution]

Settings > Client Letter > Click States > Click + California > Click State Tax Due > Add a sentence after "There is a balance due of [STD}" or go down to State Address (Payments) or one or more of those and add the sentence. You could even at it in the State Heading and State EF Heading. 

You may pay your CA Tax due at ...

[Randall-K]

George, my Lacerte client letter is telling the clients that their payments must be made via Web Pay or credit card.  These are not high tax clients (20K/quarter or 80K/year).  For instance:

California electronic filing: Your 2020 California Individual Income Tax Return will be

electronically filed with the FTB. There is a balance due of $3,342.

A new California provision mandates that the payment to the Franchise Tax Board be made

electronically. Use FTB's Web Pay or pay by credit card to satisfy this requirement.

Why is this happening???  FTB's instructions say Web Pay is optional. 

[George4Tacks]

@Randall-K Are you referring to a 540? Look in Screen 3 > California Miscellaneous > Next to last check box is Requires electronic payment. Is that checked? Should it be checked? You need to look back and see if the client meets:

Electronic payments are required if you either:

• Make an estimated tax or extension payment over $20,000
• File an original return with a tax liability over $80,000

Fiduciaries, estates, and trusts are not required to make electronic payments.