Print 1040 estimate instruction with only the estimated payment amounts that have a balance due

  1. Select
    Setup
    then
    1040 Individual
    .
  2. Select
    Other Return Options
    .
  3. Mark the
    Include only balance due estimate amounts in the filing instructions
    checkbox on the Client Documents tab.
    note
    • UltraTax CS 1040 Estimate Instructions won't print any estimated tax payment information for any quarters that don't have a balance due amount.
    • This option applies to all 1040 clients and takes immediate effect on any client subsequently accessed.

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