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tmq
Level 2
November 27, 2024
New

A form that requires clients to verify banking information

Related products:ProConnect
  • November 27, 2024
  • 2 replies
  • 5 views

A form that requires clients to verify banking information preferably with a signature

    2 replies

    T
    Terry53029Intuit Community Champion
    Intuit Community Champion
    November 27, 2024

    It is on the 1040, and they sign the 8879

    Accountant-Man
    Accountant-Man
    Level 13
    November 29, 2024

    I just included a line and blanks on the instruction sheet. I printed the info we had in our system and asked them to verify it.

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