Exporting Specialized State Estimates

The state of Alabama requires tax preparers to upload estimated tax payments directly to the Alabama state tax authority website. To accommodate this requirement, Tax provides the capability of exporting specialized state electronic files for Alabama tax returns.

Do the following to print estimated tax payments and vouchers, and create a text (TXT) file that you can upload to the Alabama tax authority:

  1. Open the Alabama specialized state estimated payment Individual, Corporation, or S Corporation tax return.
  2. Select Y on one of the following worksheets:
  3. Return Type   Worksheet
    Individual   Federal > General > Electronic Filing > State > Specialized State Electronic Filing
    Corporation   States > Alabama > Alabama Corporation (20C) and Privilege Tax (PSA) > General > Basic Data
    S Corporation   States > Alabama > Alabama Income (20S), Composite (PTE-C), and Business Privilege (PPT) > General > Basic Data
  4. On the same worksheet, enter the date of withdrawal to use for each quarter, if different than the due date for that quarter.
  5. Calculate and save the return.
  6. Qualify the return for electronic filing using the Diagnostics report.
  7. Select a Specialized State Estimate export option. Only the current and subsequent quarters are available.
  8. Select or enter the number of estimated tax payment and voucher copies. You can print from one to nine copies if you are printing to a printer. Only one copy can be sent to a document imager, PDF, or TIFF file.
  9. Select a print destination.
    DestinationDescription
    Document ImagerAvailable if Printer Setup contains a document imager driver configuration.
    PDF

    Prints one copy to a Portable Document Format (PDF) fixed-layout electronic file.

    TIFFPrints one copy to a Tagged Image File Format (TIFF) graphics electronic file.
    Printer and PDFCreates a PDF file containing one copy of the return and prints up to nine copies of the return to the printer configured in Printer Setup.
    Printer and TIFFCreates a TIFF file containing one copy of the return and prints up to nine copies of the return to the printer configured in Printer Setup.
  10. Select a watermark to print in the document background, if needed, diagonally from the lower-left to the upper-right corner of the page.
  11. If you are creating a PDF or TIFF file (with or without printing to a printer), enter a file name or click Browse to select the file location and name. Or accept the default location and name, which can be the previously entered value or the default path and file name.
  12. Click Print or another command.
  13. Click OK on the message notifying you of the specialized state electronic estimated file location. Specialized state electronic files are created in a text (TXT) format.

The Alabama state website opens in a browser window, allowing you to upload the text file.

Notes: