Question

Can Karbon Practice Management shows if an estimate tax payment voucher has been prepared for an individual taxpayer in Lacerte?

  • 16 January 2024
  • 2 replies
  • 21 views

Can Karbon Practice Management shows if an estimate tax payment voucher (Form 1040-ES) has been prepared for an individual taxpayer in Lacerte? It does not necessary need to have the amount of the calculated estimate tax payment being shown in work in Karbon.


2 replies

Userlevel 7
Badge +15

Hi @Alvan Chu, @Steve Wortman might be your man to answer this question 🙂

Userlevel 2
Badge +4

Hi @Alvan Chu No, aside from the contact information, return status, e-file and e-signature status, there is no other Lacerte tax information that is brought into Karbon.  Would be nice, though!

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