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Common questions about individual California invoice letter and filing instructions in ProConnect Tax

by ProConnect Tax Online Updated 7 months ago

Below are solutions to frequently asked question about the California client invoice, client letter, and filing instructions.

How do I generate the client letter verbiage instructing clients to make tax payments via the California Franchise Tax Board (FTB) website?

The Individual module has an input to generate the Web Pay verbiage on the client letter.

Follow these steps to generate the Web Pay verbiage on the client letter:

  1. Go to Input Return  General Misc. Info./Direct Deposit
  2. Select the CA tab.
  3. Scroll down to the California Miscellaneous section.
  4. Check the box labeled Requires electronic payments.
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