1040-US: Printing estimate vouchers

Alerts and notices
Leave feedback

Internal Employees: Submit feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.


Characters left:

MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to access the electronic filing transmission feature in CS Connect.

Thomson Reuters is committed to proactively evolving our security features to help you protect your firm and your clients' data. For more information about multi-factor authentication, see Multi-factor authentication overview.

Question

How do I generate only the estimate vouchers that are required to submit a payment?

Answer

  1. Choose Setup > 1040 Individual.
  2. Click the Other Return Options button.
  3. Mark the Print Form 1040-ES in scannable format checkbox on the Return Presentation tab, and mark the Print only vouchers with balance due checkbox.

    Note: This option applies to all 1040 clients and takes immediate effect on any client subsequently accessed. This option is only available for 1040-ES vouchers in the scannable format.

Related topic: Estimated taxes FAQs (1040)

Share This