Description of estimated taxes tabs

 

Payments and Extensions > Estimated Tax Payments: A summary page for estimates being paid and prior year overpayments for federal and state-by-state basis.

Payments and Extensions > Extensions: A page to turn on the extension and enter applicable extension amounts due.

Payments and Extensions > Miscellaneous Payments: A page to enter payments which are not necessarily Extension or Estimate related.

Estimate and Extension Package > Estimate and Extension Package: A page to turn on ‘batch printing’ which can be printed by selecting ‘Batch Package’ in the Print Preview.

Estimates and Penalties > Estimated Tax/Overpayment: A page to select estimate options for federal and state, override vouchers if necessary, and enter estimate adjustments.

 

The answer is to use the Estimated Tax/Overpayment screen to select the estimate tax options which generates an estimated tax for the appropriate jurisdiction. From there the estimate vouchers automatically calculate based on estimated tax due, current year overpayment, and other instructions which usually dictate quarterly amounts. To override the actual estimated tax payments (voucher amounts), you would use the Overrides tab.