1st Estimate Due -No voucher!

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  • zeros
    Senior Member
    • Dec 2006
    • 921

    #1

    1st Estimate Due -No voucher!

    Have client in Arizona, I'm in Minnesota. Just called and I neglected to send him his estimated voucher forms for the 1st installment. Mailed vouchers, at this point, would not arrive on time. He is not computer literate. Any suggestions to solve the paying in time problem? I have, of course, his banking information.
  • Peachie
    Senior Member
    • Feb 2007
    • 377

    #2
    Do you have a scanner or fax?

    Originally posted by zeros
    Have client in Arizona, I'm in Minnesota. Just called and I neglected to send him his estimated voucher forms for the 1st installment. Mailed vouchers, at this point, would not arrive on time. He is not computer literate. Any suggestions to solve the paying in time problem? I have, of course, his banking information.
    Could you scan and e-mail. I know you say he's not computer literate but does he do e-mail at all? Ok, if not, what about faxing to him?

    Lastly, if he has the correct address for estimates, I would just include a short note explaining what I'm doing and this is my first estimated payment for 2012. Of course, he would include his social.

    That's my 2c zeros.

    Peachie

    Comment

    • AZ-Tax
      Senior Member
      • Feb 2008
      • 2604

      #3
      Lets see, I am located in AZ.....

      SE of PHX about 40 mi to be exact. I happen to be PC literate.

      Comment

      • JohnH
        Senior Member
        • Apr 2007
        • 5339

        #4
        If he has a trusted friend who owns a PC & printer, you could always email a pdf of the form to the friend (password protected, of course) and have the friend print the voucher for him. (Or his church financial secretary, if applicable)
        "The only function of economic forecasting is to make astrology look respectful" - John Kenneth Galbraith

        Comment

        • JG EA
          Senior Member
          • Jul 2005
          • 2176

          #5
          If all else fails have him send in the check with 2012 Form 1040ES and SSN on it.
          JG

          Comment

          • Lion
            Senior Member
            • Jun 2005
            • 4699

            #6
            Libraries used to have a big binder of copyable forms. Or write in all the info in the check memo. Or does he have a place -- friend, work, church, Staples, etc. -- where he can receive a fax from you? Does he know a kid with a computer?

            Comment

            • FEDUKE404
              Senior Member
              • May 2007
              • 3648

              #7
              Send him the form

              Originally posted by JohnH
              If he has a trusted friend who owns a PC & printer, you could always email a pdf of the form to the friend (password protected, of course) and have the friend print the voucher for him. (Or his church financial secretary, if applicable)
              If the guy is not computer literate certainly he could ask someone who is to visit the IRS web site and print the form for him. Fill in name/address/dollar amount.

              If he can handle simple email/PDF, send him the doggone completed form with NO SSN and tell him to write in his Soc Sec number. Whatever knowledge you have of his banking numbers is kinda irrelevant at this point anyway. (Next time consider auto debits for estimated taxes established at the time of efiling.)

              Or send him this link ( http://www.irs.gov/pub/irs-pdf/f1040es.pdf ) and go to page 11 where there is a fill-in version of Voucher #1 for 2012. Type the info, print, find scissors, find checkbook, mail.

              As for libraries having forms to copy, one would think that option likely went away with rotary phones. (Anyone even remember Publication X ??)

              FE

              Comment

              • JohnH
                Senior Member
                • Apr 2007
                • 5339

                #8
                If the client has 10 freinds his age, I'll bet half of them own a computer and can download for him. If not, I'm sure at least one of them had an 11-year-old grandson or granddaughter who would take time off from Angry Birds & Facebook to print the voucher for him.
                "The only function of economic forecasting is to make astrology look respectful" - John Kenneth Galbraith

                Comment

                • taxea
                  Senior Member
                  • Nov 2005
                  • 4292

                  #9
                  Originally posted by Peachie
                  Could you scan and e-mail. I know you say he's not computer literate but does he do e-mail at all? Ok, if not, what about faxing to him?

                  Lastly, if he has the correct address for estimates, I would just include a short note explaining what I'm doing and this is my first estimated payment for 2012. Of course, he would include his social.

                  That's my 2c zeros.

                  Peachie
                  he doesn't need the voucher he just needs to include "TY 2013 1040 and the primary SSN on the memo line of his check
                  Last edited by taxea; 04-16-2012, 08:45 AM.
                  Believe nothing you have not personally researched and verified.

                  Comment

                  • RitaB
                    Senior Member
                    • Jul 2008
                    • 1382

                    #10
                    Or maybe

                    Originally posted by taxea
                    he doesn't need the voucher he just needs to include "TY 2013 1040 and the primary SSN on the memo line of his check
                    Or maybe 2012.
                    If you loan someone $20 and never see them again, it was probably worth it.

                    Comment

                    • FEDUKE404
                      Senior Member
                      • May 2007
                      • 3648

                      #11
                      Voucher & notation

                      Originally posted by taxea
                      he doesn't need the voucher he just needs to include "TY 2013 1040 and the primary SSN on the memo line of his check
                      I'm not sure whether he "needs" a voucher is of any great relevance, especially when a tax professional is being involved.

                      In any case, per the IRS instructions, what should be written on the check is "2012 Form 1040-ES."

                      FE

                      Comment

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