To view estimated payments for your client based on their projection data, go to the Projections tab in the left-hand navigation, then click on the Estimated Payments tab.
Here, you'll see a detailed breakdown including:
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Projected Tax Due (Federal and State)
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Required Estimated Payments
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Safe Harbor Amounts
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Payments Made
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Cumulative Shortfall
You can edit the annual total for the following payment types:
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Required Federal Payment (110%)
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Projected Federal Payment (90%)
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Required State Payment
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Projected State Payment
To adjust a total:
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Click into the total amount you'd like to change.
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Enter the new annual total.
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Click Save.
Once saved, the system will automatically distribute the new annual amount evenly across all four quarters.
To generate a PDF version of the Estimated Payments screen:
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Click the Download button located at the top right of the page.
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A PDF version of the report will be generated.
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Save or share the PDF with your client as needed.
This PDF includes a clean summary of quarterly payments and is ideal for sharing with clients to guide their payment scheduling.