Print "Paid" on estimate instructions

  1. Select
    Setup
    then
    1040 Individual
    .
  2. Select
    Other Return Options
    .
  3. Mark the
    Print “Paid” next to payments indicated as paid on the Est Screen
    checkbox on the Client Documents tab.
    note
    • The 1040 Estimate Instructions print the text “Paid” next to the voucher payments that are indicated as paid by data entry in the fields
      2023 Estimates paid
      ,
      1st pymt
      through
      4th pymt
      , on the
      Est
      screen. If the calculated estimates still have a balance due after applying a payment, “Paid” won't print. Estimates that calculate as $0 due to application of an overpayment don't print “Paid” either.
    • This option applies to all 1040 clients and takes immediate effect on any client subsequently accessed.

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