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Level 3
March 25, 2020
Question

Automatic payment withdrawal

  • March 25, 2020
  • 2 replies
  • 39 views

In pre-Covid-19 days, when a client chose to pay taxes through withdrawal from a bank account the default withdrawal date was April 15.  Will the default date on Lacerte remain April 15 or will it change to July 15?

This topic has been closed for replies.

2 replies

George4Tacks
Level 15
March 25, 2020
Level 2
March 25, 2020

I think the question posed - and still outstanding - is whether and when Lacerte will update the software to allow us to enter requested draft dates from taxpayer bank accounts for dates not between 1/1/20 and 4/15/20.  The software now returns a response that dates must be in that range in order to be a valid entry on screen 3.  Thanks.

IRonMaN
Level 15
March 25, 2020

Only the Shadow knows.

Slava Ukraini!
Accountant-Man
Level 13
March 25, 2020

<<the default withdrawal date was April 15.>>

This might be true for Lacerte, but it is not required to debit on April 15, only that most people preferred it. 

I have received many a question from clients e-filed before March, whose debit date was set 4/15, yet want to know why it hasn't been withdrawn yet. 

You can't please everyone.

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