VA 760-PMT not printing

[SL855]

I'm not sure what the issue is with ProSeries this year, but it seems like things are breaking more than ever before.

ProSeries is now refusing to generate 760-PMTs at all for Virginia returns. Even when you click to override and manually print the form it is all blank and you have to override every single field with the taxpayer's information.

[JOFI]

This issue arose last year and I posted about it at that time.  If you look at the Virginia tax instructions, they state that payments above a certain amount must be electronically remitted.  On that basis, Pro Series will not print payment vouchers if the returns fall into that category.

It's frustrating, as I am certain Virginia is more than happy to cash paper checks received, but that's the reason -- maybe Intuit does not want to get cross wise with the state?

[SL855]

The issue we're having is that it happens even with clients who do not pass that threshold. The VA instructions state that electronic payments are required for:

"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, it is refusing to print.

[IntuitGabi]

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. 

[SL855]

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.

[JOFI]

Understood, but this is an overly paternalistic approach from ProSeries.  Many clients of mine have still paid by check and voucher, and I have yet to hear of a case where Virginia returned their payment.

Why not let the tax preparer and the client decide how they wish to handle this?

[JOFI]

Actually, I just finished a return ten minutes ago where the voucher did print, because this return met the criteria.  Few returns meet the criteria, though, so this is a rare event.

[rbynaker]

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@JOFI wrote:

Understood, but this is an overly paternalistic approach from ProSeries.  Many clients of mine have still paid by check and voucher, and I have yet to hear of a case where Virginia returned their payment.

Why not let the tax preparer and the client decide how they wish to handle this?

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I don't disagree.  A lot is done by tax software companies in the name of "the state made us do it".  Until you switch software and there's somehow a different list of things "the state made us do."

In PS do you still have to add the VA locality to the return every year?  Not so in at least one other software.  <shrug>

At least this PMT problem is consistently annoying across software platforms.  I have a couple older clients who refuse to make electronic payments.  Sometimes what I can do is decrease the balance due so the voucher prints, then put the return back to normal and hand write the correct payment amount on the voucher.  It's not exactly a "solution" and it's not what VA wants but like you said, they're still cashing the checks.  I fully expect to see my 87-year old client on the news being hauled off to jail for paying her taxes on time with a check.