Entering Additional Estimated Tax Payments in Lacerte

For information on applying the One Big Beautiful Act (OB3) provisions to tax year 2024 estimates see here, check out our Tax topics page on Estimated Tax payments where you'll find answers to the most commonly asked questions.

Disaster area tax relief available:

Filing deadlines and estimated tax due dates may be extended for taxpayers in parts of Arkansas, California, Kentucky, Mississippi, Missouri, New Mexico, Oklahoma, Tennessee, West Virginia, and IRS for taxpayers living abroad. See here for more details.

How can I input additional estimated tax payments made, other than the regular four quarterly estimated tax payments?

1. On the Details tab and navigate to the Estimated Tax Payment screen:
   • Individual - Screen 6, 2025 Estimated Tax Payments
   • Corporate - Screen 10, Estimated Tax
   • S-Corporation - Screen 10, Estimated Tax
   • Fiduciary - Screen 12, Estimates (1041-ES)
   • Exempt Organization - Screen 13, Estimated Tax Payments
2. Enter the amounts and dates in the Additional Estimated Tax Payments subsection.