Estimate Payment Reminder after Archive
What is your firm doing, if during Tax Planning in December you give the client new estimates to pay for 4thQtr that are different than what was issued with the return. They pay them, then on Jan 8th they get a reminder from the return to pay their estimate?
We have learned you can not turn off reminders after the return has been archived.
We are trying to come up with a "best practice" for this because the reminders went out last week, so we are getting calls from clients stating they paid the estimated they were told to at tax planning but now they are getting this reminder.
Comments
There is an "Upload Estimates" when you click on the "..." for the client you need to update. That is what we used on a couple whose estimates changed. We produced an updated estimate voucher from our tax software and then uploaded the PDF when prompted.
I'll be curious to see how others might respond who have used SafeSend longer. We're newer to SafeSend and have only used it for the recent extensions.
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