To e-file a return when the client is getting a refund and wants to pay upfront, follow these steps:
If a client is receiving a refund and chooses to pay their prep fees upfront, or their refund isn’t large enough to cover the prep fees using bank products, select eFile Only as the return type on the Main Info page.
After selecting eFile Only, enter the taxpayer’s banking information on the Main Info page.
Next, navigate to 1040 Page 2 to select the client’s payment method for their refund.
Finally, enter the taxpayer’s banking information on the 1040 Page 2 to ensure their refund is deposited directly into their bank account.
You may click this link to view the video tutorial:
Efiling When a Client is Getting a Refund & Pays Upfront