Knowledge Base

10163: 1040 Estimate Letter

Letters + Labels

How can I get the individual estimate letter to print with the return?

It will not print with the return. It is designed to go out during the year as a reminder to send in the Estimated Payment. Follow these steps to print the Estimate Letter: 

  1. Go to Tools > Client Communications > Letters and select Estimate.
  2. Click Next.
  3. Enter the SSN(s) of the clients for whom you want to print letters, or select them from the list. Click Next.
    • Alternatively, leave the client selection field blank and click Next to print estimates letters for applicable clients who owe estimates.
  4. Choose the current (or future) quarter in the Quarter drop list. The software will display the date that the next estimated payment is due after the selected quarter.
  5. Click Next to print the letter.

Also In This Category

On a scale of 1-5, please rate the helpfulness of this article

Not Helpful
Very Helpful
Optionally provide private feedback to help us improve this article...

Thank you for your feedback!

Article has been viewed 5K times.
Last Modified: 3 Months Ago
Article not rated yet.