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CCH Axcess Tax

Form 760ES, Estimated Income Tax Payments

Notes: The default is to use the prior year tax less withholdings.

Government Form CCH Axcess Input
  Worksheet Section Field
Worksheet
Part I
1

Form 760CG, line 9 for resident returns OR Form 763, line 9 for nonresident returns adjusted by
  Virginia Estimates / Underpayments Estimate Preparation

Exclude capital gain income or loss

Change in AGI
2a

Form 760CG, line 10 for resident returns

Form 763, line 10 for nonresident returns
OR
  Virginia Estimates / Underpayments Estimate Preparation Itemized Deductions - Override
2b Calculated based on filing status
3 Not applicable in 2020
  Virginia Estimates / Underpayments Estimate Preparation Child and dependent care expenses - Override

4

 Calculated by number of personal exemptions and 65 and older / blind exemptions
Adjusted by
  Virginia Estimates / Underpayments Estimate Preparation Change in number of dependents - Taxpayer / Spouse
5 Calculated
6 Calculated
7 Calculated based on 2021 rates if worksheet is recalculated
8

Form 760CG, lines 23, 24 and 25 for resident returns

Form 763, lines 23, 24 and 25 for nonresident returns
OR
  Virginia Estimates / Underpayments Estimate Preparation

Tax Adjustments - Override
9 Calculated
OR
  Virginia Estimates / Underpayments Estimate Preparation Net estimated taxes - Override
10 Calculated
Part II
11 Line 10 if worksheet is recalculated
12

Form 760CG, lines 19a and 19b for resident returns

Form 763, lines 19a and 19b for nonresident returns
OR
  Virginia Estimates / Underpayments Estimate Preparation Withholding - Override
13 Calculated
adjusted by
  Virginia Estimates / Underpayments Estimate Preparation Round estimated tax payments
14 Calculated
15 Calculated
Voucher
Check if this a new address   Virginia Estimates / Underpayments Estimate Preparation Address has changed from last year
Check if this is your first payment for this tax year   Virginia Estimates / Underpayments Estimate Preparation First payment installment number - Taxpayer / Spouse
Your Social Security Number   General Basic Data Taxpayer - Social Security Number
Spouse's Social Security Number   General Basic Data Spouse - Social Security Number
First Name   General Basic Data Taxpayer - First Name
Middle Initial   General Basic Data Taxpayer - Middle Initial
Last Name   General Basic Data Taxpayer - Last name
Spouse's First Name   General Basic Data Spouse - First name
Souse's Middle Initial   General Basic Data Spouse - Middle initial
Spouse's Last Name   General Basic Data Spouse - Last name
Address of Taxpayer   General Basic Data

Present street address

Apartment number
City, St, ZIP Code   General Basic Data

Present city of residence

Present state

ZIP code

Foreign country

Foreign province / state / county

Foreign postal code
Daytime Phone Number   General Basic Data Daytime / Work phone number
Amount of payment Calculated based on:
  Virginia Estimate / Underpayment Estimate Preparation

Amount of overpayment to apply to estimate

Application of overpayment code

Make one payment equal to overpayment
OR
  Virginia Estimate / Underpayment Estimate Preparation

Number of installment if less than 4

Amount paid toward estimate - Taxpayer / Spouse
OR
  Virginia Estimate / Underpayment Estimate Preparation

Voucher Overrides - Taxpayer

Voucher Overrides - Spouse
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