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Electronic payment of CA estimated tax for Individual and Fiduciary returns in ProConnect Tax

SOLVEDby IntuitUpdated June 12, 2023

California estimated payments for Individual and Fiduciary returns can't be transmitted with the tax return filing.

Before you start:

  • For tax years 2017 and earlier, a separate transmission must be made for each quarterly payment..
  • Be sure CA estimates are generated on the return and resolve any critical e-file diagnostics related to California Electronic Payment.

To e-file California estimated tax payments for an Individual or Fiduciary return:

  1. Go to the Profile tab. 
  2. Scroll to the bottom and locate the Estimated Payments section. 
  3. Check each applicable quarter for e-file. 
  4. To view the Estimated Payments go to the Check Return tab and review the E-file Estimated Payment generating for CA.
  5. To e-file go to the File Return tab, then click the E-File Estimated Payment tab.
  6. Check the CA Estimated Payments Quarters and click E-file when ready to transmit the payment information to California.  

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