Electronic payment of federal estimates for an individual return in ProConnect Tax

Federal estimates can be paid electronically in Intuit ProConnect. However, this feature is only available for electronically filed returns, and must be set up before sending the return. This information will automatically be included in the client letter. Your federal estimated tax payments will be directly withdrawn from your bank account according to the estimated tax payment schedule.

Before you start

• Electronic payment of federal estimates can only be set up by e-filing the federal return.
• Paper filed 1040 returns must mail estimate vouchers, Form 1040-ES.
• Federal estimate payment information will only be transmitted with the e-filed tax return (not with extensions or transmitted separately).

Follow these steps to set up electronic payments:

1. Go to the Input Return tab.
2. From the left of the screen, select General and choose Misc. Info./Direct Deposit.
3. Across the top, select the Dir Dep/Elec Pymt tab
4. Mark the checkbox labeled Electronic payment of estimated tax.
5. Scroll down to Financial Institution #1.
6. Enter the Routing Transit Number, Depositor Account Number, and select the Type of account from the dropdown menu.
7. Go to the Check Return tab.
8. Make sure all information is generating correctly on the e-file Payment Record form.

Additional information

• The federal estimate payment information will be sent when you e-file the federal return. The estimate payment information isn't included with the filing of the extension.

Tax year 2023 filing due dates

Related topics

• E-filing state quarterly estimates in ProConnect
• Setting up electronic payment with an e-file return, extension, or estimate in ProConnect
• Override estimated tax voucher payment amounts in ProConnect Tax
• How to apply a refund to next year's estimated taxes in ProConnect