Step-by-Step Guide
When a client owes federal taxes, they must pay their prep fees upfront. Select eFile Only as the return type on the Main Info page.
Next, navigate to 1040 Pg 2 to select the client’s payment method for their balance due.
Generally, clients prefer to control when they make their payment, so we typically select No here to prevent the IRS from auto-drafting the balance due.
By following these steps, you can ensure the tax return is e-filed properly when the client owes taxes, with all necessary payment options included! 🚀
You can also view the video tutorial here:
When a Client Owes (eFile Only)