The following is a state-by-state guide to electronically filing estimated tax payments for individual returns. As part of our continuing effort to expand e-file availability and ensure compliance, Lacerte supports two different estimate e-filing methods - estimates e-filed with the tax return, and estimates transmitted separately using the Estimated Payment Wizard. The method you use will depend on the state you're filing.
- Estimates e-filed with the tax return are transmitted with the initial filing of the return, and cannot be sent separately. The federal 1040 uses this method.
- Estimates e-filed separately using the Estimated Payments Wizard are not sent with the tax return, and must be transmitted separately from the main filing.
Which estimates can I e-file for tax year 2023?
| State | Can estimates be e-filed through Lacerte? | Does the tax authority provide an alternate payment method? |
| Federal | Yes, estimates can be e-filed with the initial tax return. | Yes |
| Alabama | No | Yes |
| Arizona | No | Yes |
| Arkansas | Yes, estimates can be e-filed with the initial tax return. | Yes |
| California | Yes, estimates must be transmitted separately using the Estimated Payment Wizard. | Yes |
| Colorado | Yes, estimates must be transmitted separately using the Estimated Payment Wizard. | Yes |
| Connecticut | Yes, estimates must be transmitted separately using the Estimated Payment Wizard. | Yes |
| Delaware | No | Yes |
| District of Columbia | Yes, estimates must be transmitted separately using the Estimated Payment Wizard. | Yes |
| Georgia | No | Yes |
| Hawaii | No | Yes |
| Idaho | Yes, estimates can be e-filed with the initial tax return. | Yes |
| Illinois | Yes, estimates can be e-filed with the initial tax return. | Yes |
| Indiana | No | Yes |
| Iowa | Yes, estimates must be transmitted separately using the Estimated Payment Wizard. | Yes |
| Kansas | No | Yes |
| Kentucky | Yes, estimates must be transmitted separately using the Estimated Payment Wizard. | Yes |
| Louisiana | No | Yes |
| Maine | Yes, estimates can be e-filed with the initial tax return. | Yes |
| Maryland | Yes, estimates must be transmitted separately using the Estimated Payment Wizard. | Yes |
| Massachusetts | No | Yes |
| Michigan | No | Yes |
| Minnesota | Yes, estimates can be e-filed with the initial tax return. | Yes |
| Mississippi | No | Yes |
| Missouri | No | Yes |
| Montana | No | Yes |
| Nebraska | Yes, estimates can be e-filed with the initial tax return. | Yes |
| New Hampshire | No | Yes |
| New Jersey | Yes, estimates must be transmitted separately using the Estimated Payment Wizard. | Yes |
| New Mexico | No | Yes |
| New York | Yes, estimates must be transmitted separately using the Estimated Payment Wizard. | Yes |
| New York City UBT | Yes, estimates must be transmitted separately using the Estimated Payment Wizard. | Yes |
| North Carolina | Yes, estimates can be e-filed with the initial tax return. | Yes |
| North Dakota | Yes, estimates can be e-filed with the initial tax return. | Yes |
| Ohio | Yes, estimates can be e-filed with the initial tax return. | Yes |
| Oklahoma | Yes, estimates can be e-filed with the initial tax return. | Yes |
| Oregon | Yes, estimates can be e-filed with the initial tax return. | Yes |
| Pennsylvania | No | Yes |
| Rhode Island | No | Yes |
| South Carolina | Yes, estimates must be transmitted separately using the Estimated Payment Wizard. | Yes |
| Tennessee Franchise and Excise | Yes, estimates must be transmitted separately using the Estimated Payment Wizard. | Yes |
| Texas Franchise | No, as quarterly estimates are not required. | No |
| Utah | No, as quarterly estimates are not required. | No |
| Vermont | Yes, estimates must be transmitted separately using the Estimated Payment Wizard. | Yes |
| Virginia | Yes, estimates must be transmitted separately using the Estimated Payment Wizard. | Yes |
| West Virginia | No | Yes |
| Wisconsin | Yes, estimates must be transmitted separately using the Estimated Payment Wizard. | Yes |
Input for electronic payment of estimates can be found on Screen 3, Miscellaneous Info. For instructions on e-filing estimates separately using the Estimated Payments Wizard, click here.
