In the past week, I realized the option to print a payment voucher for a Virginia tax balance due (Form 760-PMT) is no longer available in the print menu. Further, when I go to the actual form in the software, the taxpayer info and payment due is not on the form, requiring me to do an override and manually enter the information, then print the form.
Anyone else running into this problem, and if so, did you figure out a way to fix it?
That has been long standing Virginia policy (of requiring payments above a certain amount to be made electronically), but until the past week, I have always been able to still print the payment vouchers. And, in one of the returns I processed this week, the payment amount was only $672.
This is still happening in ProSeries 2024. Clients who absolutely should be having the 760-PMT are not generating. Even forcing the form to generate does not do anything and they generate blank. We are having to manually enter the information for every single one.
Can tech support not fix this problem. I have senior citizens that want to write a check and are not able to pay online.
Hi all, this is by design. According to VA-760-PMT, the form is "Individuals must submit all income tax payments electronically if any payment exceeds $1,500 or the sum of all payments is expected to exceed $6,000. This includes estimated, extension, and return payments." See the form here.
If a return does not meet these criteria, ProSeries will generate the voucher. Otherwise, the option to electronically file will be automatically checked.
It's not generating the voucher for ANYBODY. It's not generating the voucher even when people do meet the criteria. I sent you a sanitized file as requested showing instances where clients meet the criteria/are below those thresholds and it still refuses to generate a voucher.
I noted in another thread that these are the criteria Virginia lists.
"Individual and Fiduciary income tax
-Any installment payment of estimated tax exceeds $1,500 or
-Any payment made for an extension of time to file exceeds $1,500 or
-The total income liability for the year exceeds $6,000."
Even for clients who do not meet any of that criteria/should get a voucher, it is refusing to print.
We realize the parameters that Virginia publishes, but the reality is that people, especially older folks will only send a check. I talked to Virginia about this, and I was told that they will NEVER turn down money. Additionally, the payment voucher is a good way to remind people that a payment in some form is due.
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