It is so crucial we get the taxpayer's bank account verified correctly especially during these financially troubled times when our clients are relying on tax refunds and their upcoming economic impact payments.  I have pleaded with ProSeries for years to provide us a simple bank verification form which would be a single document that allows us to get the client to verify and sign off on the correct routing/account number for purposes of receiving their refund.  I have to manually create this which just is time lost unnecessarily.

Let me know what you think please.

Josh

0 Cheers