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Level 1
August 22, 2024
Discussion ongoing

Bank Account Verification Form

Related products:ProConnect
  • August 22, 2024
  • 2 replies
  • 8 views

We could really use a bank account verification form that the client signs when they sign the 8879.  This form should contain the financial institution, routing number, account number, etc.  The account number should not be masked so it can be verified in its entirety.   Adding a signature line and having this print with the eSig Docs would be very helpful.

You currently provide this form without a signature verification for a balance due called "e-file Payment Record" without signature Authorization.  Please make this available for refunds as well. 

2 replies

Accountant-Man
Level 13
August 23, 2024

I put this into the new cover letter and instructions I design every year that I send with the 8879 for signature.

** I'm still a champion... of the world! Even without The Lounge.
Level 7
August 30, 2024

Thanks for the idea to "Adda bank account verification form that the client signs when they sign the 8879.  This form should contain the financial institution, routing number, account number, etc.  The account number should not be masked so it can be verified in its entirety.   Adding a signature line and having this print with the eSig Docs". We are changing the status to "Open for voting".

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