Is there a page that we can print to verify bank account information with a client?

Forum|Forum|5 years ago
February 27, 2021
3 replies
18 views

No text available

Lacerte Tax

This topic has been closed for replies.

PhoebeRoberts

Intuit Community Champion

The full routing number and last 4 digits of the account number appear on the form called Financial Transaction Summary.

For direct deposits, the full routing number and full account number appear on Page 2 of the 1040.

For direct debits, the full routing number and full account number appear on the form(s) called e-file Payment Record.

K

KristineMAuthor

Level 4

We just switched from Ultra Tax and they had a form that you could print that was just the banking information for dd or for efw. The customer could sign to verify that it was their current account. The FinTrans Summary will do.

Thank you.

amacpa

Level 4

switching from Ultra Sux was the best decision I ever made

amacpa

Level 4

Is there was way to not have the bank account numbers be redacted or to show the all the digits.

If by chance any digit is wrong, the client can't see and they'll assume it was entered correctly

N

NAHC

Level 2

The Preparer E-File instructions give full account information

Accountant-Man

Level 13

I use Pro Series, and I put confirmation info in my instruction letters.

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

Sign up

Login with SSO

Let's get you signed in

Login with SSO