Step-by-Step Guide:
1️⃣ Access E-File Section
Go to the E-file section of the tax return to begin the process.
2️⃣ Review Return & Choose Bank Option
After reviewing return details, locate the fee summary. Under the Federal refund section, check the box that matches your bank product provider.
3️⃣ Select State Refund Option
Pick the correct option for how the state refund will be issued.
4️⃣ Click "Continue"
Proceed by clicking "Continue" to move to the next step.
5️⃣ Click "Continue" Again
Continue through the process by clicking "Continue" once more.
6️⃣ Review Fee Breakdown
Check the fee breakdown for accuracy and make any needed changes. Then, click "Continue".
7️⃣ Choose Account Type
Select the correct account type: checking or savings.
8️⃣ Enter Bank Name
Input the client's bank name in the provided field.
9️⃣ Enter Routing Number
Enter the routing number from the client's check or bank info.
🔟 Enter Account Number
Type the account number where the refund should be deposited.
1️⃣1️⃣ Reenter Routing Number
Double-check and reenter the routing number.
1️⃣2️⃣ Reenter Account Number
Reenter the bank account number to confirm accuracy.
1️⃣3️⃣ Final Step – Click "Continue"
Wrap up the process by clicking "Continue" to save and move forward.
