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Adding Direct Pay Option to Client Letter

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Level 2

In the standard client letter navigation I see the direct pay header and wording, but it does not print in my client letters.  I feel like there is a box I didn't check somewhere so that it will print.  Suggestions Anyone?  Thanks!

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Highlighted
Level 15

Typically you can find where it would be as a default by pressing F1 at that entry point. In this case it does not say anything, so my initial guess is NO. 

If  you go to Settings > Client Letter > you will not find any "options". You can take the text of the Direct Pay Section and copy it, then paste it in the Main Letter Body in each of the 3 IRS Address (Payments...) sections as a more generic version such as "As an alternative to paying by paper check, federal income tax payments can be made using the IRS Direct Pay electronic payment method. This service is free and can be used to pay your individual tax bill or estimated tax payment directly from your checking or savings account. To access online, visit www.irs.gov/payments for more information. This may be done in lieu of using 1040V and/or 1040ES"


ex-AllStar

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Highlighted
Level 15

Screen 5 > Second Section (Client Letter) > last check box in that section. 


ex-AllStar
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Highlighted
Level 2

Thank you!!  Do you know if there is somewhere in the setup where it would apply to all returns similar to the credit card instructions?  That way each return with a balance due would not have to be adjusted in screen 5?

0 Cheers
Highlighted
Level 15

Typically you can find where it would be as a default by pressing F1 at that entry point. In this case it does not say anything, so my initial guess is NO. 

If  you go to Settings > Client Letter > you will not find any "options". You can take the text of the Direct Pay Section and copy it, then paste it in the Main Letter Body in each of the 3 IRS Address (Payments...) sections as a more generic version such as "As an alternative to paying by paper check, federal income tax payments can be made using the IRS Direct Pay electronic payment method. This service is free and can be used to pay your individual tax bill or estimated tax payment directly from your checking or savings account. To access online, visit www.irs.gov/payments for more information. This may be done in lieu of using 1040V and/or 1040ES"


ex-AllStar

View solution in original post

Highlighted
Level 2

Thanks for the quick response.  That was my next alternative, but I wanted to be sure I wasn't missing and easy check box.  Thanks for the help!