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Estimates

Setting the Current Quarter

Set the current quarter the first time you use ONESOURCE Trust Tax to prepare and file estimates. Each subsequent quarter, the quarter will automatically advance to the next quarter when estimate processing is made available for the quarter. You should review the current quarter to ensure it is correct.
You can change the current quarter at any time. After you change the current quarter, the quarter you selected is available for data entry, and the estimate data for the other quarters is frozen.

Setting the Current Quarter for 1041 Federal and State Estimate Data

To set the current quarter for 1041 federal and state estimate data:
  1. Select
    HOME
    ,
    Admin
     then
    Estimate Payments
    .
  2. Under the
    Estimate Type
     collapsible section, ensure
    1041
     is selected for the estimate type.
  3. Under the
    Estimate Control
     collapsible section, select the current quarter from the
    Current Quarter
     drop-down list.
  4. Select
    Save
    .

Setting the Current Quarter for 990-PF Federal Estimate Data

To set the current quarter for 990-PF federal estimate data:
  1. Open the 990-PF account you want to set the current quarter for.
  2. Select the
    Account
     main topic then the
    Electronic Estimates
     subtopic.
  3. Under the
    Estimate Control
     collapsible section, select the current quarter from the
    Current Quarter
     drop-down list.
  4. Select
    Save
    .

This article applies to:

  • PRODUCT: ONESOURCE Trust Tax