Quarterly Estimate Reminders -

In reviewing the list of Quarterly Estimate Reminders that were going to be sent, I wanted to edit the clients Estimate reminders to be turned off.  When I go to the Archived return to turn these off, some of the clients I could turn off and then they no longer showed on the list but some were greyed out but the toggle button was showing ON.  I was assured by technical support if they are grayed out, then they would not be sent but they are still showing on the list, so I am feeling like they are going to be sent when we don't want them sent.  I receive a message saying:

User cannot update voucher reminder for the return due to one of the following reasons.

1.  Tax Payer has disabled the setting

2.  All voucher payments flagged as paid

3.  Expired Vouchers

4.  No voucher found for the return

It would help if we knew what reason.  If the tax payer indeed disabled the setting, then we would know they were aware of this.  HOWEVER, if it is any of these 4 reasons, then they should not show up in the list that is going to be sent.  If any of these actions happen can you have the client quarterly estimate reminder removed from the list??

You can reach Betsy at Circle CPA if you have any questions regarding this request 402-502-5500.  Thank you.



1 comment
  • Official comment

    Thank you for the suggestion!  It has been submitted to our Product and Development teams for review.  We'll update you when we have information on its release.

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