How do I add a different routing number for a bank name in direct deposit?

Forum|Forum|6 years ago
December 6, 2019
2 replies
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Lacerte Tax

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Best answer by George4Tacks

Just edit the one that is there. I think you really have a different question, but not sure. Do you mean for estimate taxes, after you have efiled? If so, look at the client letter and it will have a contact phone number for both IRS and the state.

George4TacksAnswer

Level 15

Just edit the one that is there. I think you really have a different question, but not sure. Do you mean for estimate taxes, after you have efiled? If so, look at the client letter and it will have a contact phone number for both IRS and the state.

Answers are easy. Questions are hard!

M

mojocpa

Level 6

If you want to globally change it go to Settings, Table Editor, Miscellaneous Info/ Direct Deposit, Bank Name. Highlight the bank you want to change the routing # and change it there. Then select Ok.

R

roz2

Level 5

I am now missing my Misc category in my Table Editor in 2020. I cannot locate bank information. What happened to it? Did it move to another heading? Also, I have a drop-down box for my EFIN for my Exempt entities. I have had this issue before, and it seems to move around from entity to entity. Each time I call in they fix it a different way. Is there a standard way to fix this problem?

sjrcpa

Level 15

@roz2 Instead of tacking onto a 2 year old unrelated post I'd start this as a new question.

The more I know the more I don’t know.

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