EmberCoaching
Level 1

Lisa, what you are talking about is the known issue of 9325 not being reported properly on the payment status.

What I am after is high visibility when there is a reject with the payment so I can investigate.  And, I don't want to ask clients nor do I want to open the return to look at the 9325.  The info should be on the Homebase dashboard just like e-file status.  I know in 2020, we can edit the Homebase layout.  However, the EF Center cannot be modified and it does not include the requested info.

In my case, we e-filed an extension on 7/15 and included a payment with no issues.  Funds were withdrawn timely by the IRS.  Then, we e-filed the return on 10/15 and the payment failed.  Nothing changed on the bank account or routing numbers and the payment amount on the final return was less than the amount on the extension.  Wells Fargo was the bank.

 

0 Cheers