Printing the Bank Account Verification worksheet (1040)

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MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to transmit e-files from CS Connect. Find out more.

The Bank Account Verification worksheet provides bank account information and a signature line for the taxpayer and, if applicable, the spouse to verify their account information. You can view the Bank Account Verification worksheet for a client's return in form view in the BankVrfy folder. 

Notes 

  • Printing this worksheet is not enabled by default in UltraTax CS.
  • If the Taxpayer verified all bank information by field is complete on Screen Bank, the Bank Account Verification worksheet is not needed and will not print.

If the following scenarios occur, change the print condition in the client's collation for the Bank Account Verification worksheet to Always if data.

To print the worksheet, do the following:

  1. Choose Setup > 1040 Individual > Federal tab.
  2. Click the Other Return Options button.
  3. Click the Other tab.
  4. Mark the Print Bank Account Verification checkbox.

    Note: To include the direct deposit and/or direct debit amounts on the worksheet, also mark the Include direct deposit / direct debit amounts checkbox. This checkbox is enabled only if you mark the Print Bank Account Verification checkbox.

  5. Click OK to close the Other Return Options dialog.
  6. Click OK to close the 1040 Product Information dialog.

Related topic: Batch printing or emailing the Bank Account Verification worksheet (1040)

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