Premium Pro Estimates

You can access the Premium Pro Enterprise Estimate returns through the Module Selection dropdown box located on the Enterprise toolbar. Clicking on this dropdown box will allow you to switch back and forth between the Annual and Estimate modules. Once you choose the Estimate module, the Estimate returns will be made available to you in the Active and Inactive trees.   

Applicable estimate returns will automatically be activated based on the Annual filings. Such returns may include actual installment forms from the state, payment vouchers provided by the state, TriTech forms for record keeping purposes, and worksheets to assist with calculations.   

You may view a read-only version of the Annual return while in the Estimate module by clicking the Annual Return button on the tool bar. (From the Actions Menu, select Open Annual Return.)   

A read-only copy of the Annual year return will open. To switch to the Annual module to which the return belongs, right click on the yellow read-only bar and select Switch. You will then be taken to the module for that return so it will no longer be read-only.

   

You may view read-only versions of the Annual Schedules from the Estimate module. While in the Estimate module, expand the Annual Schedules node in the Active Tree and open the schedule you wish to view. If you wish to make a change to any of the schedules listed under the Annual Schedules node (e.g., General Information), you will need to switch to the Annual Module in order to access the original schedule. Remember, any changes made to these schedules in the Annual Module will affect all returns, both annual and estimate, that have not been locked.