Where do I enter info to have NYS estimated tax payments automatically withdrawn?

Forum|Forum|4 years ago
April 12, 2022
1 reply
7 views

Good morning. I want to set up auto withdrawal of federal and NYS estimates for client. I have the federal set up to come out automatically. NYS will efile the quarterly estimates, but I can't find where I need to check to have payments come out automatically. My letter instructs the client to mail in a check. I'm assuming if the estimates can be filed electronically, payments can be auto withdrawn. I did complete Part VI on the federal worksheet to have estimates electronically filed. Thank you for any help.

ProSeries Professional

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GodFather

Intuit Community Champion

I believe New York is one of the states that needs to be set up on the Federal Info Worksheet. Scroll down and you should see information for Estimated Taxes with certain states listed. NY should be one of those.

J

JRFS 12Author

Level 3

I did set it up on the federal worksheet, and I have all 4 payments chosen to electronically file. My client letter correctly states federal estimates will be automatically withdrawn, but the letter instructs the client to mail in NYS estimates. I know I'm missing something. On the federal est worksheet I "x" box to choose auto withdraw of payments. I don't see anything like that for NYS (either on federal worksheet or NYS worksheet)

GodFather

Intuit Community Champion

Below where you set up the estimated payments, there is a box asking for the closest payment to the current date. Do you have that box checked?

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