Axcess Tax - Setup Direct Debit Payments for Indiana 1040 Returns.
Modified on: Mon, May 22 2023 4:38 PMISSUE:
The client has requested direct debit payments for their e-filed Indiana Individual tax return
RESOLUTION:
To set up direct debit for the e-filed Indiana individual tax return, see steps below
- Go to General > Basic Data > 4 - Direct Deposit/Electronic Funds Withdrawal
- Select the Detail button
- Line 1 > Enter "IN" in the State box
- Line 3 > Select the checkbox
- Line 5 > Enter date only if applicable
- Lines 8 - 11 > Enter Name of Bank, Routing #, Account#, Type of account
- Line 15 > Select the checkbox
- Line 17 > Select "All states/Cities"
- Line 28 > Select "Domestic account"