I am one of those who prefer to have clients take care of the payments themselves.  There are just too many headaches involved with the mess.  You check something wrong, Intuit screws up, the IRS screws up, the client decides to change bank accounts during the year, or the client gives you a bad account number to begin with.  When the payment doesn't happen, you then inherit the client's problem.  How much time do you then spend trying to fix someone else's problem?  Life is too short to hatch potential new headaches by providing that service.  So with that said, I can't help you but I'll keep my fingers crossed that things go smoothly for you if you continue to provide that client function.

Iron...I hear ya and respect your thoughts.  With that said, the program provides the functionality and I'm just trying to determine how it works.  IF it works, it would provide an efficient means of making the payment without relying on the client...but yea, that's a big IF. 

I think it might dependon which state. CA ES payments  get scheduled from the 540ES worksheet, just like you would for federal ES payments on the Federal ES worksheet.

But I think some of the other states (like NY NJ) you set them up on the Federal Worksheet Part VI then YOU need to initiate them from the EFCenter each quarter theyre due. 

CA is listed in that Part VI too, but Ive never done CA estimated from there.

Thanks, Lisa...I am referring to NJ/NY and Ohio.  I do set them up on the Federal worksheet.  So it is the preparer who needs to manually check the appropriate box  of the "next payment due" prior to the due date.  I may need to call support to get the exact steps for the respective states I prepare. 

Appreciate the feedback.