1040-US: Including bank account verification information with the client organizer

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How can I include bank account verification with my client's organizer?


Bank account information can be verified on the Deposit & Electronic Funds Withdrawal section of the client's organizer if you are using Classic client organizer pages. If you are using the Lite client organizer pages, the bank account information can be verified on the Lite-6 Bank & ID Authentication section. Each page allows the client to view, update, and indicate all bank account information is correct.

Note: If using the client organizer to verify bank account information, uncheck the Mark bank account numbers with asterisks checkbox under Setup > 1040 > Organizer tab.

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