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    #1

    estimated payments

    The client doesn't remember if they made estimated payments for federal. How do I verify the payments mailed in with coupon 1040es

    Thanks
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    #2
    Originally posted by Littrell View Post
    The client doesn't remember if they made estimated payments for federal. How do I verify the payments mailed in with coupon 1040es
    Have client obtain a Tax Account Transcript either online or by phone.

    " Note: If you made estimated tax payments and/or applied an overpayment from a prior year return, you can request this transcript type a few weeks after the beginning of the calendar year to confirm your payments prior to filing your tax return."
    "You said it, they'll never know the difference. Come on, we'll paint our way out!" - Moe Howard

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      #3
      If I have access to account transcript through canopy software. Can I get that information without bothering the client

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        #4
        Does the....

        Originally posted by Littrell View Post
        The client doesn't remember if they made estimated payments for federal. How do I verify the payments mailed in with coupon 1040es

        Thanks
        client remember if they have a bank account? If yes, check the bank statements for payments.
        Last edited by TAXNJ; 02-18-2018, 09:02 PM.
        Always cite your source for support to defend your opinion

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          #5
          Contact....

          Originally posted by Littrell View Post
          If I have access to account transcript through canopy software. Can I get that information without bothering the client
          Canopy customer service. What do you use Canopy for?
          Always cite your source for support to defend your opinion

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            #6
            Originally posted by Littrell View Post
            If I have access to account transcript through canopy software. Can I get that information without bothering the client
            Why don't you try it and report back?
            "You said it, they'll never know the difference. Come on, we'll paint our way out!" - Moe Howard

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