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Level 3
October 7, 2022
Question

Setting to turn off automatic estimated tax payments in software?

  • October 7, 2022
  • 10 replies
  • 48 views

Hi all - is there a setting to turn off the automatic calculation of estimated tax payments for all clients? The amount of time wasted reprinting returns to exclude automatic estimated tax payments is significant. Thanks!

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10 replies

Intuit Community Champion
October 7, 2022

Don't believe you can turn off. What I do is during review when it comes to "estimated payments" If I don't need I then check box "do not print estimates" 

IRonMaN
Level 15
October 7, 2022

Yeah, it's safer to shut off individual clients than shut all of them off and then forget to run estimates for clients that really do need them.

Slava Ukraini!
Accountant-Man
Level 13
October 7, 2022

I consider it part of my professional responsibility to prepare them or not to prepare them.

I also do not print estimates with the Client Copy of the returns. I use the Watermark on all forms, and I do not want a watermark on the estimates or the 8879s.

It takes a little longer, but I think it's worth it.

** I am "Elevating with Intention!"
trw4879Author
Level 3
October 7, 2022

That's not necessarily the question...whether or not to prepare estimates, etc. It's more that I want the default starting point to not include estimates...at which point I can add estimate calcs for applicable clients. 

IRonMaN
Level 15
October 7, 2022

We didn't all ride in on the same turnip truck, we understood the question.  Sometimes the software has features that help keep preparers from shooting themselves in the foot.

Slava Ukraini!