It would be helpful if ProSeries rolled in estimated tax payments from prior years, or, at least, flagged that estimated payment vouchers had been prepared for a client in prior years. The same holds for applied refund amounts.
Of course, we prepare estimated payment vouchers for lots of clients who don’t use them. However, for the clients who do use them, this would be a really helpful feature. We would need to verify the payments and dates with the client, but this would save some time and add to accuracy.
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