Tax organizer 2023

[Stanford65]

We have a handful of clients that are in or have business in other states (we are in Calif). When we print their organizers we would like it to show all State voucher info for the previous year estimates. Most have California estimates and another state estimates. And it does have one column for estimates but not more and it prints but doesn't designate which state it is for. Your thoughts and ideas are most appreciated. Thanks!

[Karl]

I don't think the organizer will handle multiple state estimates. You could see if that enhancement has already been requested in the Lacerte Tax Idea Exchange section here and upvote it, or add your own post and crowd-source people upvoting it.

In the meantime, I'd plan on PDF'ing the PY client letter and using that to ask clients to confirm the estimates that they did or didn't make.

Another workaround, I try to get my clients to authorize auto-debit for non-resident state estimates when I finish the CY returns. That way I know those are done and it's less mental energy for the client to pay and my to follow up on next year. But I know some tax pros don't want the liability of managing payments for their clients.

[Stanford65]

Thank you for responding Karl. I appreciate your insight and suggestions.