1040-US: Generating estimate vouchers that fit IRS envelopes

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MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to transmit e-files from CS Connect. Find out more.

Question

How do I generate estimate vouchers that will fit in the IRS-provided envelopes?

Answer

  1. Choose Setup > 1040 Individual.
  2. Click the Other Return Options button.
  3. Mark the Print Form 1040-ES in OCR-A format checkbox on the Return Presentation tab.
  4. Mark the Using IRS envelopes with window right-justified checkbox, if applicable.
  5. Click OK twice to close the Other Return Options dialog and the 1040 Product Information dialog.

The application produces the vouchers in OCR-A format when printed.

Note: This option applies to all 1040 clients and takes immediate effect on any client subsequently accessed.

Related topic: Estimated taxes FAQs (1040)

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