Locating and Transmitting California Estimated Tax Payments in Lacerte

For more estimated tax resources, check out our Tax topics page on Estimated Tax payments where you'll find answers to the most commonly asked questions.

Follow these steps to identify all tax returns which include an amount due on the First Quarterly Estimate:

1. Select F3 on the Clients tab.
2. In the Client Group Selection window select Other.
3. In the Field Name field, select State Estim 1st Qtr.
4. In the Compare field, select is at least.
5. In the Value field, enter ‘1’.

Follow these steps to create a Custom Database Report:

1. On the Clients tab, select the clients to include in the Custom Database Report.
   • Press F3 to open the Group Selection window and select a group of clients based on the specific criteria or hold down the CTRL key on your keyboard and manually select the clients you want to include in the report.
2. Select Print menu and then select Database Reports.
3. Select the Custom tab and select the Add icon on the toolbar to create a report. If it is the first time going to Custom Reports, the program will prompt to create a new report.
4. Enter a name for the new report and select OK.
5. In the Available field, select the item(s) you want to filter for the client data.
6. Double-click on the item(s) to move them to the Print Columns field.
   • For this report, you may want to include information such as Client Full Name, last name first and Taxpayer or Spouse Daytime Telephone Number.
7. Select the Preview button at any time to view the report or Select the Print button to start printing the report.
8. To save the report for later use, select the Save icon.
9. Select Close to close the window.

Disaster area tax relief available:

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