Welcome back! Ask questions, get answers, and join our large community of tax professionals.
- Topics
- Training
- Community
- Product Help
- Industry Discussions
- User Groups
- Discover
- Resources
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
- Intuit Accountants Community
- :
- Lacerte Tax
- :
- Lacerte Tax Discussions
- :
- FinTrans Summary Report
FinTrans Summary Report
Options
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
mgdtax
Level 3
04-12-2022
05:31 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
FinTrans Summary Report doesn't show the CA refund being directly deposited to the bank account, if the checkbox for 'Requires Electronic Payments' is selected in the CA Miscellaneous section of Screen 3. This needs to be fixed.
Labels
3 Comments 3
George4Tacks
Level 15
04-12-2022
09:01 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
The 540 should show that direct deposit is going to the account.
Here's wishing you many Happy Returns
mgdtax
Level 3
04-12-2022
09:10 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Yes, it does, it shows in the instructions, and on the return. But not in the Financial Transaction Summary report.
But, when the 'requires electronic payments' box is not checked, it also appears in the FinTrans Summary report. It shouldn't do that.
George4Tacks
Level 15
04-13-2022
10:45 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
It sounds like you have a good idea. Post it at https://proconnect.intuit.com/community/lacerte-tax-idea-exchange/idb-p/604 where other users will see it and vote on it. Given enough votes, Lacerte will recognize it as an adjustment they can make.
Here's wishing you many Happy Returns
