extension payments should automatically transfer to payments screen

[KenGreenberg]

There are two issues I'm seeing:

1. Payments made with extensions - Federal and State - don't transfer to the payments screen. It's as if it never happened.
   
   I have to manually verify that the "Electronic payment of tax due with extension" was checked and then enter that in the payments screen.
   
   
2. If I set up estimated quarterly taxes via account debit, these also don't automatically transfer to the payments screen. 

We shouldn't have to manually confirm that estimated or extension payments were made. I missed one and accidentally told a client he owed more than he did. He asked about the extension payments he made. I double checked and found we did make payments with the extensions. As a result he owed significantly less. 

Proconnect should know payments were made.

That was needlessly embarrassing. 

[BobKamman]

There's no way for ProConnect to know if payments were made.  But it takes less than a minute to confirm them with the client. That's part of the preparer's job.  

[KenGreenberg]

@BobKamman 

Proconnect knows the payment was scheduled when I check the box "Electronic payment of tax due with extension" and there's bank info in the Direct Deposit screen.

Same is true for estimated payments if I set them to debit automatically. It should fill in all the payments and dates just as ProSeries used to do.

It's true that Proconnect can't know for sure if the debits actually happened, but I'd rather have a Suggestion pop up in the Check Return screen to confirm payments it carries over than have to enter them myself. 

In general, I'm looking for less redundant data entry. 

[BobKamman]

ProConnect doesn't know the bank account information was correct, or that there were sufficient funds in the account to cover the attempted withdrawal.  I would go along with a pop-up that asks if the extension payment was made, but that isn't going to reduce data entry.