Intuit HelpIntuitHow to e-pay California estimated taxes in ProConnect Tax
by Intuit• Updated 5 days ago
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.
Disaster area tax relief available:
Filing deadlines and estimated tax due dates may be extended for taxpayers in parts of Alabama, Alaska, California, Florida, Georgia, Kentucky, North Carolina, South Carolina, Tennessee, Virginia, and IRS for taxpayers living abroad. See here for more details.
California law mandates electronic payments (e-pay) of estimated taxes. The law requires you to e-pay all future payments once you:
- Make an estimated tax or extension payment (by check-electronic method) over $20,000 for a taxable year beginning on or after January 1, 2009; or
- File an original return with a tax liability over $80,000 for a taxable year beginning on or after January 1, 2009.
After meeting either of these conditions, you must e-pay all future payments regardless of type, amount, or tax year. E-payment methods include the CA Franchise Tax Board (FTB) Web Pay, electronic funds withdrawal (EFW) when e-filing, credit card, or pay-by-phone. See the FTB website for details on payment options.
If your client’s met the e-pay threshold:
- Go to the Input Return tab.
- Select General.
- Select Misc. Info/Direct Deposit.
- Select the CA tab.
- Under California Miscellaneous, select the box labeled Requires electronic payments.
After selecting the box, the program will add a reminder in the client letter instructing them to e-pay any balances due to the state, including quarterly estimate installments. The program will also suppress Form 540-ES and possibly Form 540-V. See the related topics below for information on transmitting EFW payments to the state directly through ProConnect Tax.
Related topics:
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