You can e-file certain state estimated tax payments in ProSeries.
How do I e-file state estimated tax payments?
To e-file the estimated tax payments, first make sure the return is properly marked for electronically filing the estimates.
On the Federal Information Worksheet for the return type in question:
- Scroll down to Electronic Filing Information.
- Check the box to File the state(s) return electronically.
- In the State(s) table, select the state you need to e-file estimated tax payments for.
- Scroll down to Electronic Filing of Estimated Payments.
- Check the box to file the state estimated tax payments electronically.
- In the table, select the State Quarterly Payment and all other payments (2nd, 3rd, 4th) that you'll file electronically.
- Select one payment per table row.
- Complete the federal and state corporate returns, including the appropriate Estimated Tax Worksheet within the state return.
On the State Information Worksheet:
- Scroll down to Electronic Filing Information.
- Make sure that Estimated payments will be filed electronically is checked.
- Note the table indicating the Quarter, the Payment Amount, and the Payment Due Date.
- This information will be calculated based on the information on the Estimated Payments Worksheet.
- Complete the Date to Withdraw and the Date Signed fields.
- Complete any remaining information such as the signing Officer's Name and Title.
- Scroll down to Electronic Funds Withdrawal Information.
- Check Yes for electronic funds withdrawal of state tax payment..
- Complete the Bank Information, Payment Information, and International ACH Transactions question.
- Save the return.
- Go to the ProSeries EF Center HomeBase.
On the ProSeries EF Center HomeBase:
- Locate the client's return.
- The Estimated Payment will be identified on its own line. In this case FL Corp Pmt is displayed in Return Type for a Florida Corporation Estimated Tax Payment.
- When you're ready to e-file the payment, select the row associated with the client's FL Corp Pmt and transmit the payment as you would normally.
Each quarterly estimated tax payment must be e-filed separately. Only a single payment will be displayed in the EF Center at a time. Additional payments will only be displayed after the prior payment has been transmitted and accepted. Payments may only be transmitted within 30 days of the payment due date.
