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TaxPhil39101
Level 1
July 19, 2021
Question

Estimated Tax Forms

  • July 19, 2021
  • 3 replies
  • 10 views

How do I produce estimated Tax forms for a New client?  Never did client taxes  before.

This topic has been closed for replies.

3 replies

dkh
dkh
Level 15
July 19, 2021

Assuming you know what you the estimates need to be based on 2020 tax return

1)Enter client information - name, address, etc

2)Go to Estimated Tax Worksheet, enter amount in PartIV, line 6

3) Print vouchers

 

    Just-Lisa-Now-
    Just-Lisa-Now-Intuit Community Champion
    Intuit Community Champion
    July 19, 2021
    Fill in their personal info on the fed info worksheet, then open the 1040ES worksheet to prepare vouchers...do you know how much you want them to be? If not, you can scroll down to Part V and enter in their estimated 2021 income/deduction info, to get the program to compute what the required estimated payment should be.
    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
      dascpa
      dascpa
      Level 11
      July 19, 2021

      Go to www.irs.gov and do the fill-in 1040-ES.  Of course you can set up a new client in ProSeries too as alluded to by prior answers.

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