Estimated Tax Payment Reminders
When a tax return is delivered through Smart Tax Delivery, firms can choose how clients are notified about estimated tax payments.
This notification preference can be selected when sending a return and can also be configured as a firm-wide default.
Depending on the option selected, clients will receive an inbox message after the return has been completed and submitted with a link to their Taxes page, where they can:
View estimated payment amounts
See upcoming due dates
Access links to the federal or state payment portals to submit their payments
Clients will also receive automatic reminders two weeks before each quarterly due date.
Note: Reminders only begin after the return has been completed and submitted by the client.
Initial Message
Taxes Page
Automated Reminders
Estimated Tax Payment Reminder Options
Remind to Pay (Default behavior)
Clients receive a reminder to submit their estimated tax payment.
Notify of Withdrawal
Clients are notified that the firm will be submitting the payment on their behalf.
This option is typically used when:
There is no estimated payment voucher, and
The payment will be withdrawn directly by the firm.
Don’t Remind
No reminder or notification is sent to the client regarding the estimated payment.
How to Update Estimated Tax Payment Details
Open the Client Account
Select Details
Go to Tax Details