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Screen PAEst - Pennsylvania Estimates (1065)
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Estimates
PA-40ES declaration for next year
The codes in these boxes indicate which method the application will use to determine the amount of next year’s estimated tax and filing instruction information.
To enter the estimate declaration one time for all new clients, select Setup, 1065 Partnership, Pennsylvania tab, and select New Client Options. The codes for
PA-40ES declaration for next year
are listed in the fieldview and in the following table.Code | Result |
|---|---|
1 | Use the current-year liability. |
2 | Use the current-year liability adjusted by amount below. If this is selected, also enter an adjustment to the current-year tax liability in Amount for code #2 . If the adjustment represents a decrease, enter a negative amount. |
5 | Use amounts entered below, before overpayment. If this is selected, also enter amounts in the Amts for Code 5 or 9 or Estimates Paid boxes.note
These amounts are adjusted by any overpayment applied. |
9 | Use amounts entered below. If this is selected, also enter amounts in the Amts for Code 5 or 9 or Estimates Paid boxes. |
Amts for Code 5 or 9
Use these boxes to specify the estimate amounts for each quarter.
If code
5
is entered in Form
PA-40ES declaration for next year
, enter the desired quarterly payments in these boxes. The application adjusts these amounts by any overpayment applied and prints the calculated amounts on the vouchers.If code
9
is entered in Form PA-40ES declaration for next year
, enter the desired quarterly payments in these boxes. The application doesn't adjust these amounts by any overpayment applied and prints these amounts on the vouchers.Estimates Paid
Use these boxes to specify the amounts already paid for each estimate. These amounts are subtracted from the calculated quarterly gross estimated tax liability to determine the net voucher amounts.
Number of vouchers desired next year
The number of estimate vouchers defaults to
4
. Enter a code to specify fewer than four vouchers. The options for the number of vouchers are listed in the fieldview and in the following table. Code | Result |
|---|---|
4 | Four vouchers are generated. This is the default. |
3 | The last three vouchers are generated. Any unpaid balance from the first estimate is included in the second estimate voucher. |
2 | The last two vouchers are generated. Any unpaid balance from the first or second estimates is included in the third estimate voucher. |
1 | The last voucher is generated. 100 percent of the gross estimated tax liability is allocated to the fourth voucher. |
A | First voucher. 100 percent of the gross estimated tax liability is allocated to the first voucher. |
B | Second voucher. 100 percent of the gross estimated tax liability is allocated to the second voucher. |
C | Third voucher. 100 percent of the total gross estimated tax liability is allocated to the third voucher. |
Amount to round up each estimate
Enter rounding specifications for the estimated payments. The estimated payments can be rounded up to the nearest factor indicated. For example, if the estimates should be rounded up to the nearest $10, enter
10
. If this box is blank, the application automatically rounds each estimated payment up to the next dollar. To enter an amount to round up each estimate one time for all new clients, select Setup, 1065 Partnership, Pennsylvania tab, and select New Client Options.