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Level 4
February 21, 2025
Question

California Direct Deposit or Electronic Funds Withdrawal

  • February 21, 2025
  • 1 reply
  • 3 views

When checking the "yes" box for electronic funds withdrawal for CA state balance due, the program also requires that "yes" or "no" be checked for, "Direct deposit your client's state tax refund?" It seems odd that an entry is required for direct deposit when there is a balance due. 

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1 reply

Just-Lisa-Now-
Intuit Community Champion
February 21, 2025

Ive noticed that too, did they have a fed refund being direct deposited?  That might be what triggers it, I haven't paid much attention, I just check the NO box and move on.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
drbdrbAuthor
Level 4
February 22, 2025

Thanks for responding. I'm new to ProSeries and your appreciate your responses. Yes, there is a federal refund, which likely triggered what I described.