Returns Changed due to ARP Query

[KHughes]

The changes to the tax returns by the IRS in our ProSeries software, due to the American Rescue Plan, has reduced 2020 tax liability and in turn reduced/altered Federal EST 2021 payment voucher amounts. The original amounts on the 2021 EST payment vouchers that we sent to our clients are no longer in the history of the changed return in ProSeries. We would need to be able to pull a Query for all returns changed after Efile due to the ARP changes.

[Just-Lisa-Now-]

Isnt there a query for all clients with estimated payments? Then you could click on the Last Modified Date column header to arrange them. I dont see a way to get the Accepted Date to be a column option, but I rarely use the Query, so maybe Im missing it.

Be forewarned, running a query can take a LONG time, may want to "set it and forget it" and let it run overnight, or at least go to lunch while it runs.

[Just-Lisa-Now-]

Alternatively, you could just customize the Homebase Columns to include just the name and the 3rd estimated payment, then arrange by date.....that may be easier that using the Query function.

[KHughes]

What I am referring to, isn't a list of clients that pay Estimated Tax payments but the fact that the historical amount of the estimated tax payment vouchers was altered on clients that had returns changed by the IRS in our ProSeries software.  For those clients that we have estimated voucher payments for 2021 configured by a percentage of the tax liability, when the IRS changed the returns and reduced the tax liability either by reducing taxable income due to UCE or the forgiveness of repayment of the APTC - our system also changed the configuration of the 2021 estimated tax payment and vouchers on the Estimated Tax payment worksheet.  The amounts showing as 2021 federal EST voucher payments to be made are not the amounts that we had originally provided to our clients.  The original amounts that we had provided to our clients is no longer in the system in the clients file. 

[sjrcpa]

But they are on your hard or digital copy of the tax return, no?

[Just-Lisa-Now-]

You didn't give them the vouchers at the appointment?