​The video below demonstrates how to setup and verify that estimated tax payments are included in the e-filed 1040 return using interview forms in CCH® Global fx Tax and CCH® ProSystem fx® Tax.



From start to finish, there is a five step process for electronically filing estimates:

• Important Information
• Step 1: Generate Estimates In The Return
• Step 2: Add Bank Information To The Return
• Step 3: Enable Electronic Filing of Estimates In The Return
• Step 4: Upload The Return For Electronic Filing
• Step 5: Release The Return To The Taxing Authority

Important Information - [Return]

• Estimated payments for all four vouchers have to be set up and e-filed at the time of the tax return.
• All estimate vouchers are submitted with the return and cannot be submitted separately.
• Estimate vouchers are not able to be electronically filed with an extension.
• Once the estimates have been selected, e-filed, and accepted, there is not a way to re-submit the vouchers with different amounts.
  • For additional information, see our solution on can I cancel a payment that is scheduled for electronic withdrawal in a 1040 return.

Step 1: Generate Estimates In The Return - [Return]

• For information on generating estimates, see our solution on how to generate the estimate tax Form 1040-ES in a 1040 return using interview forms.

Step 2: Add Bank Information In The Return - [Return]

• For information on entering bank information, see our solution on how to enter bank information for Direct Deposit or Electronic Withdrawal in a 1040 return using interview forms.

Step 3: Enable Electronic Filing of Estimates In The Return - [Return]

1. Go to Federal Interview Form EF-1 - Electronic Filing - General Information.
   • In Box 30 - Electronically file the federal return and enable electronic file for return types selected below, enter Y.
   • In Box 36 - File estimated tax payments electronically, enter Y.
     • Note: AL, AR, CA, DC, IL, IA, KS, KY, ME, MN, NE, NY, NYC, NC, ND, OK, PA, and WI are the states/cities currently allowing electronically filed estimates to be submitted.
2. Calculate the return.

Step 4: Upload The Return For Electronic Filing - [Return]

• For information on electronically filing the return, see our solution on how to electronically file a return in CCH® Global fx Tax or CCH® ProSystem fx® Tax.

Step 5: Release The Return To The Taxing Authority - [Return]

• For information on releasing the return, see our solution on how to release an electronic file to the tax authority for a return in CCH Axcess™, CCH® Global fx, or CCH® ProSystem fx® Tax.