Display payment method Fed and State before submitting return

Related products:ProSeries

Forum|Forum|3 years ago
December 21, 2022
2 replies
11 views

When selecting returns to Efile, it would be great if the payment method or refund method be displayed. It will be a quick confirmation before submitting in one window. Oftentimes, I forget to check off direct deposit and the check is mailed. Before submitting return, if the window can confirm direct deposit, mailed paper check or Voucher to pay tax, Direct debit would be great.

E-Filing

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Accountant-Man

Level 13

They are shown on the E-file Homebase. There is a column called "Payment Method" and another called "Direct Debit Amount" and another called "Refund Method."

You just have to move the columns to your screen view. Click and hold column heading and drag it.

In Pro Series Pro, anyway.

** I'm still a champion... of the world! Even without The Lounge.

S

Spanky

Level 4

I agree for the most part. Example, the NJ State return, Information Worksheet Part VIII, Direct Deposit, YES or NO boxes should be left blank and to give us an error that it needs to be checked. Often times too, who has the time to think about it. I suggested this also last year. Such an easy fix to do. And remove having to check off YES or NO on Worksheet K, Use tax calculation. Just check off NO like you do in Direct Deposit!!. 100 percent of the time, it's NO. Waste of time to have to check off NO!

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