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Client Letter

JSK
Level 4

I have a return that I am requesting NYS estimates be paid by automatic withdrawal.  The client letter for the NYS instructions show both - instructs the client to mail in IT-2105 with dates and mailing address, then goes on to say "you have elected to have your estimates paid via electronic funds".  How can I get the voucher instructions to go away.  I checked the box on the fed info page to file state estimates electronically.  Am I missing something on the state info page?

thank you

 

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11 Comments 11
GodFather
Level 8
Level 8

Did you also check the box to show the return itself is being filed electronically?  Probably did, but just making sure.  

 

Also...did you complete this section on the Info Worksheet?Electronic Estimated Payments.jpg

JSK
Level 4

Yes I did check the box on the federal info page to file the return electroncially, as well as file the estimated payments electronically for NYS.  I even unchecked the box, & saved it (then the letter just says to mail in vouchers), then I checked it again hoping there was some glitch, & that would fix it.  It didn't.  It just has the letter stating to mail in vouchers, and right below that is a paragraph that estimates for NYS will be electronically filed.  I do appreciate your time in helping me troubleshoot.

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BobKamman
Level 15

Typical New York.  First they demand the software be final by mid-February.  Then when they get it, they demand that it not have errors. 

Well, good luck with all that snow anyway.  Be glad that some of the programmers are in Bangalore, not Brooklyn.  

JSK
Level 4

Excuse me, I thought I was on a Professional Page, but if you need to be nasty, please comment on FaceBook posts.  I'm not sure where you are from, but us New Yorkers are not afraid of snow.  We will be just fine thank you.  As for "demanding" the software be final by mid-February, we never demanded anything.  We expect when we pay good money for a product, that it work.  I personally, never demanded anything from Intuit or ProSeries, but I do expect a program to work.  If you took the time to read my post, I was asking if someone knew if I might be missing something...did I forget or miss a box to check.  I never once commented about the program.

In the future Mr. Kamman, please refrain from responding to my posts.

 

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GodFather
Level 8
Level 8

JSK...pretty sure Bob was referring to New York's Department of Taxation and Finance, not New Yorkers in general.  Maybe a call to Intuit Customer Support is in order to see if they can troubleshoot your issue.  Good luck. 

In any event, I live about 30 minutes northeast of Philadelphia, and we have about a foot on the ground here.  Not as bad as they predicted but apparently there is a bit more to come.  

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Skylane
Level 12
Level 12

I don’t think PS supports NY automatic ES payments. At least, I’ve never been able to find it… double check the ACH reference on the letter isn’t referring to the 2025 balance due. You’ll have to use the mail in vouchers which should be available in a few days…

Im told I have 2 ft in NJ… glad to be in Fl… should melt by the time I get home in May…

If Bob is referring to the fact that the NY DOR sucks… he’s 100% correct.

 

 

If at first you don’t succeed…..find a workaround
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JSK
Level 4

Thank you for your kind response.  Here in NY we have almost 3 feet in my area.  Enjoy FL; don't rush back lol. 

You can select to have NYS estimated vouchers filed and paid electronically.  You need to check the box on the federal info page to select efiling of state estimates, and then there's a drop down box below that where you select which quarters you want to efile (if you're not filing all 4 quarterly payments electronically).

My issue is when I check that box, the 3rd page of the letter which gives the state info, gives instructions to mail in vouchers, and also states estimates will be electronically filed.

As far as Mr. Kamman, you are giving him too much credit.  He was being snarky to me, and NYers.  He specifically mentioned how we "demand" the program be ready by mid-February, and then "we" expect it not to have errors.  That was in response to me questioning why the letter gave two different instructions.  NY DOR had nothing to do with my question or his response.  I know all I need to know about him by his reply.  I choose not to deal with people like that.  Life is too short, and tax season is too crazy.  However, I do appreciate people like you that take the time to give helpful advice and possible solutions.  Thank you for that.

 

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JSK
Level 4

We have almost 3 feet here where I am in NYS, and it's still coming down lol.  PA usually gets more than us, but the winds here are crazy.  Stay safe!

I think I will put a call into customer support.  They may not be aware of the issue that needs to be fixed.  I thought posting here usually works, and I've always gotten good advice from posting here.  If I'm checking everything I should, and still having issues, it might be a program issue they may need to "patch".

As far as Mr. Kamman, you are giving him too much credit. He was being snarky to me, and NYers. He specifically mentioned how we "demand" the program be ready by mid-February, and then "we" expect it not to have errors. That was in response to me questioning why the letter gave two different instructions. NY DOR had nothing to do with my question or his response. I know all I need to know about him by his reply. I choose not to deal with people like that. Life is too short, and tax season is too crazy. However, I do appreciate people like you that take the time to give helpful advice and possible solutions. Thank you for that.

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BobKamman
Level 15

@GodFather  It's just the standard Aspergers test.  Good with numbers, attention to details, but no sense of humor.  Diagnosis confirmed. 

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Skylane
Level 12
Level 12

@JSK   I wasn't aware that you could ACH the NY ES payments.... Make sure the X is marked in Part VI of the to file. Then you have to complete the NYS Estimated worksheet.  Make sure that calculate estimates is selected (even if you change the amounts in the voucher amounts at the bottom of the worksheet... (I think that's part of the magic)....   Bottom line is the client letter came out correctly (with no editing required.  

after 3/1 my patience evaporates and I can out snark Bob and most others any day of the week. He's among  the most knowable  contributors here and I've learned plenty by reading his posts.  

If at first you don’t succeed…..find a workaround
Skylane
Level 12
Level 12

Here are the PS instructions 

https://accountants.intuit.com/support/en-us/help-article/estimated-taxes/generating-e-filing-indivi...

If at first you don’t succeed…..find a workaround
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