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Yes, thank you. I do that now, too. But, it would be easier/quicker to have a distinct code. And, there is a chance a preparer can miss checking off the box for...
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Hence, why I said the estimates can simply be flagged as having been prepared. That might be a good balance.
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Currently, the ProSeries software has a line for each dependent and a code — L, N, O, Q — that determines how a dependent is to be used in the current year’s ta...
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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 ...
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Once a taxpayer or spouse provides an IRS-issued Identity Protection PIN, it would be helpful if ProSeries flagged these clients in subsequent tax years in the ...