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Is there a page that we can print to verify bank account information with a client?

KristineM
Level 2
 
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PhoebeRoberts
Level 9
Level 9

The full routing number and last 4 digits of the account number appear on the form called Financial Transaction Summary. 

For direct deposits, the full routing number and full account number appear on Page 2 of the 1040.

For direct debits, the full routing number and full account number appear on the form(s) called e-file Payment Record.

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KristineM
Level 2

We just switched from Ultra Tax and they had a form that you could print that was just the banking information for dd or for efw.  The customer could sign to verify that it was their current account.  The FinTrans Summary will do.  

 

Thank you.

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