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Screen GAEst - Georgia Estimates (1040)

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Overview

Use this screen to complete Forms 500, 500 ES, and the Georgia Estimated Tax Payments Worksheet. If information transferred from UltraTax/1040 doesn't require additional data or coding, UltraTax/1040-GA shows it only on the form and not on the input screen.
Enter state payments in the federal St Pmt screen so the amounts transfer to federal Schedule A. If you enter payments for this state in more than one of the units provided in the federal St Pmt screen, be sure to use the same fields for each unit. For example, if you use the
Total
 field in one unit, use the
Total
 field for all units that pertain to Georgia. Similarly, if you use the
1st-5th payment
 fields, enter amounts in the payment fields for all units used for Georgia.
New clients and converted clients may benefit from global options under Setup, then 1040 Individual, then the Georgia tab. Select the New Client Options button and enter the code or codes for calculating newly created and converted client returns. These input screen fields transfer global selections to newly-created and converted clients. You can change the transferred codes in these fields if necessary; they won't be replaced by the global selections made in the New Client Options. These fields  proforma from year to year so global options affect only newly-created and converted clients.

Overpayment Application

Application of
2025
 overpayment
The code options available in this field are the same as those in UltraTax/1040. They instruct UltraTax CS how to apply any current-year overpayment. Your selections affect what's printed on the return and the calculation of the
2026
 estimated tax payments.

Estimates - Calculated

To have UltraTax CS calculate
2026
 estimated tax liability and required payments, enter
2
 through
8
 in the
Application of
2025
 overpayment
 field, or enter information in the
Estimates - declaration for
2026
 field.
Estimates - declaration for
2026
The codes used in this field are similar to those in UltraTax/1040. They instruct UltraTax CS which method to use to determine the amount of the next year's estimated tax. Form 500 ES won't print if amount fields are blank.
If you enter codes
2
 through
8
 in the
Application of
2025
 overpayment
 field, UltraTax CS defaults to option 1 in the
Estimates - declaration for
2026
 field.
If you leave both of these fields blank, UltraTax CS doesn't generate estimate vouchers or filing instruction information.
Amounts for code 5 or 9
Enter the estimate amounts for each quarter.
If you enter code
5
 in the
Estimates - declaration for
2026
 field, enter the desired quarterly payments in these fields. These amounts are adjusted by the overpayment applied, if applicable, and print on the vouchers.
If you enter code
9
 in the
Estimates - declaration for
2026
 field, enter the desired quarterly payments in these fields. These amounts aren't adjusted by the overpayment applied.
Amounts for
2026
 estimates paid
Enter any estimate payments already made toward
2025
. If you enter code
1
,
2
,
6
, or
8
 in the
Estimates - declaration for
2026
 field, enter the amount paid with each estimated tax voucher. These amounts and the overpayment applied are subtracted from the calculated quarterly gross estimated tax liability to determine the net voucher amounts.
Tax projection options for code 8
If you enter code
8,
 Use tax from Tax Projection Worksheet, in the
Estimates - declaration for
2026
 field, select an option in this field to customize the tax used to calculate the
2026
 estimates. UltraTax CS automatically adjusts the projected tax liability based on the option you select. To produce a specific refund amount, enter that amount in the
Amount of refund desired
 field.
Number of
2026
 vouchers desired
The number of estimate vouchers defaults to
4
. Enter a code in this field to specify fewer than four vouchers. The overpayment and amounts already paid toward
2026
 estimates are applied to each voucher based on the overpayment code and the quarter in which the amounts were paid.
Amount to round up each estimate
This field allows you to enter rounding specifications for the estimated payments. The estimated payments can be rounded up to the nearest factor you specify.
For example, if you want to round up each estimated payment to the nearest $10, enter
10
. If you leave this field blank, UltraTax CS automatically rounds up each estimated payment to the next whole dollar.
Treat 4th quarter estimate as due on 12/31/
2026
Use this field to indicate in the filing instructions that the fourth quarter estimate is due by 12/31. A global default is available for all new clients for all state returns. Select this option under Setup, then 1040 Individual, then the Federal tab, then the New Client Options button, and enter
X
 in the
Treat the 4th quarter state estimate as due on December 31st
 field.

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