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:

• Projected Tax Due (Federal and State)

• Required Estimated Payments

• Safe Harbor Amounts

• Payments Made

• Cumulative Shortfall

You can edit the annual total for the following payment types:

• Required Federal Payment (110%)

• Projected Federal Payment (90%)

• Required State Payment

• Projected State Payment

To adjust a total:

1. Click into the total amount you'd like to change.

2. Enter the new annual total.

3. 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:

1. Click the Download button located at the top right of the page.

2. A PDF version of the report will be generated.

3. 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.