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Fixed Assets and UltraTax CS 2023 help is now on Help and Support. We're still moving articles, but you can find most content for the 2023 tax year there. Continue using the Help & How-To Center for tax years 2022 and older.

You can enter bank information on the Bank screen in the general folder, but it will not print on Form 1040, Page 2 in the following scenarios.

• If allocating refund to multiple accounts using Form 8888.
• If the tax due is zero with a refund in excess of $10,000; unless the Direct deposit refund (Force) field is marked on Screen Bank, located under the General folder.
• If the routing number is not in proper format. To meet IRS requirements, a valid transit number must be nine numbers (no hyphens) with the first two digits within the range of 01-12 or 21-32.
• If the return does not have a refund.
• If 5 = Proforma Only is selected in the Taxpayer verified all bank info by: field on Screen Bank, in the General folder, the bank information will not be used in the tax return. To use the bank information on Screen Bank, make a different selection in the Taxpayer verified bank info by: field.

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