Override estimated tax voucher payment amounts in ProConnect Tax

For information on applying the One Big Beautiful Act 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.

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Disaster area tax relief available:

Filing deadlines and estimated tax due dates may be extended for taxpayers in parts of Alaska, Missouri, Montana, New Mexico, North Dakota, South Dakota, Texas, Washington, West Virginia. See here for more details.

This article will help you override the estimated tax payment amounts that print on your federal payment vouchers and client letter. These steps can also be used for most states, though exact inputs may vary. Click on your return type below to get started.

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For Individual (1040) returns:

1. Go to Input Return ⮕ Payments, Penalties & Extensions ⮕  2026Estimated Tax (1040-ES).
2. Enter the Amount of overpayment to apply to 2026, if applicable.
3. Under the Overrides section, check the box Do not reduce override by overpayment applied, if you do not want the amount from step 4 to adjust your override entries.
4. Enter the desired voucher amounts for all four quarters, or enter an amount in 2026 Estimated Tax [Override]*.
   • Enter -1 to set a quarter to zero.
   • If already paid, enter the quarter as a negative amount (for example, -300).
   • If any quarter is overridden, all four quarters should be overridden.

*Use the 2026 Estimated Tax [Override] field in lieu of quarterly amounts to override the program's automatic calculation of next year's estimated tax liability. The program divides this amount by four to arrive at each required installment.

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For S Corporate (1120-S) returns:

1. Go to Input Return ⮕ Payments, Penalties & Extensions ⮕ Estimated Tax.
2. Select Next Yr. Estimates at the top of the screen and go to the Overrides section.
3. Locate the 2026 Estimates (negative if already paid, -1=none) subsection.
4. Enter the desired amounts for all four quarters, or enter an amount in 2026 ES (-1=suppress, -2=blank) [Override]*.
   • Enter -1 to set a quarter to zero.
   • If already paid, enter the quarter as a negative amount (for example, -300).
   • If any quarter is overridden, all four quarters should be overridden.

*Use the 2026 estimates (-1=suppress, -2=blank) [Override] field in lieu of quarterly amounts to override the program's automatic calculation of next year's estimated tax liability. The program divides this amount by four to arrive at each required installment.

Note: ProConnect Tax no longer produces federal payment vouchers for S corporate returns. The IRS requires payments through EFTPS. Your overrides will change the estimated tax schedule on the client letter.

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For Corporate (1120) returns:

1. Go to Input Return ⮕ Payments, Penalties & Extensions ⮕ Estimated Tax.
2. Select Next Yr. Estimates at the top of the screen.
3. Locate the 2026 Estimates (before overpayment is applied) (negative if already paid, -1=none) subsection.
4. Enter the desired amounts for all four quarters, or enter an amount in 2026 ES (-1=suppress, -2=blank) [Override]*.
   • Enter -1 to set a quarter to zero.
   • If already paid, enter the quarter as a negative amount (for example, -300).
   • If any quarter is overridden, all four quarters should be overridden.

*Use the 2026 ES (-1=suppress, -2=blank) [Override] field in lieu of quarterly amounts to override the program's automatic calculation of next year's estimated tax liability. The program divides this amount by four to arrive at each required installment.

Note: ProConnect Tax no longer produces federal payment vouchers for corporate returns. The IRS requires payments through EFTPS. Your overrides will change the estimated tax schedule on the client letter.

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For Estate and Trust (1041) returns:

1. Go to Input Return ⮕ Payments, Penalties & Extensions ⮕ Estimates (1041-ES).
2. Select Next Yr. Estimates at the top of the screen and go to the Overrides section.
3. Check the box Do not reduce override by overpayment applied, if you do not want the refund to adjust your override entries.
4. Enter the desired voucher amounts for all four quarters, or enter an amount in 2026 Estimated Tax [Override]*.
   • Enter -1 to set a quarter to zero.
   • If already paid, enter the quarter as a negative amount (for example, -300).
   • If any quarter is overridden, all four quarters should be overridden.

*Use the 2026 Estimated Tax [Override] field in lieu of quarterly amounts to override the program's automatic calculation of next year's estimated tax liability. The program divides this amount by four to arrive at each required installment.

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For Exempt Organization (990) returns:

1. Go to Input Return ⮕ Payments, Penalties & Extensions ⮕ Estimated Tax Payments.
2. Scroll down to the 2026 Private Foundation Estimated Tax section (for 2026 Unrelated Business Estimated Tax select Unrelated Business Est. at the top of the screen).
3. Enter overrides for all four quarters.
4. Enter 1 in 1=do not reduce override by overpayment applied, if desired.

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