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M
mgdtax
Level 4
April 12, 2022
Question

FinTrans Summary Report

  • April 12, 2022
  • 1 reply
  • 18 views

FinTrans Summary Report doesn't show the CA refund being directly deposited to the bank account, if the checkbox for 'Requires Electronic Payments' is selected in the CA Miscellaneous section of Screen 3.  This needs to be fixed.

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1 reply

George4Tacks
George4Tacks
Level 15
April 13, 2022

The 540 should show that direct deposit is going to the account. 

Answers are easy. Questions are hard!
M
mgdtaxAuthor
Level 4
April 13, 2022

Yes, it does, it shows in the instructions, and on the return.  But not in the Financial Transaction Summary report. 

But, when the 'requires electronic payments' box is not checked, it also appears in the FinTrans Summary report.  It shouldn't do that.

 

 

George4Tacks
George4Tacks
Level 15
April 13, 2022

It sounds like you have a good idea. Post it at https://proconnect.intuit.com/community/lacerte-tax-idea-exchange/idb-p/604 where other users will see it and vote on it. Given enough votes, Lacerte will recognize it as an adjustment they can make. 

Answers are easy. Questions are hard!
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