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juliermerrillcpa
Level 3
April 14, 2023
Discussion ongoing

Direct deposit bank info for intitial

Related products:ProConnect
  • April 14, 2023
  • 1 reply
  • 6 views

I would like request to have a form or way to print out what the direct deposit or payment settings are for both federal and state and have those account numbers show in full so that I can have clients initial it when they sign the 8879s.  Currently, this now shows for the E Payment Record statement and prints with E Signature forms only if there is direct pay of tax due, but not for direct deposit for refunds.  

This topic has been closed for replies.

1 reply

October 31, 2023

Thanks for the idea for a way to print the direct deposit or payment settings and account numbers in full for filling out 8879s. We are changing the status to "Open for voting" 

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