Quarterly Estimated Tax Payment Review in Intuit Tax Advisor

Quarterly Estimated Tax Payment Review (QEPR) is a new feature that lets you check the estimated taxes due for each client in the firm. You can do this by returning the values of the ESA vouchers for Federal and State from the previous year.

Additionally, you can now generate personalized email templates based on your client's situation. These templates are available to copy and send out.

Looking for Quarterly Estimated Payment Projections? See here.

Before you start

• Select the Clients tab from the left navigation to view your clients. Make sure you see your clients in Intuit Tax Advisor.
• If you're a ProConnect Tax user and don’t see your clients, check if you have any returns in ProConnect Tax.
• If you're a ProConnect Tax user and see that the details are hidden (this will display as xxxxxx), then follow these steps:
  • Select Opt-in more clients.
  • Select all the clients you want to Opt-in,
  • Check I have read and agree with the above statement
  • Select Confirm and opt-in. The insights will be ready within 24 hours, and as soon as they are, you'll receive an email notification.
• If you're a Lacerte user and don’t see your clients, see Managing client access in Intuit Tax Advisor. For more details, see here.

Looking up the Estimated Payments Due for each client

• On the Clients view, you'll see several new columns.
  • Federal & State penalties are from the prior-year return.
  • Federal & State Estimated payments are pulled in from the ES voucher values on the return.
• Under the Actions column, you'll see an option to View Client Email Templates. Select this option to view for a personalized email that you can send to your clients. Templates include:
  • Tax proposals only
  • Estimated payments info only
  • Estimated payments info with tax savings proposal
• To send this to your clients, select Copy Subject or Copy content and paste it in the email client of your choice.