Printing the Bank Account Verification worksheet (1040)

Show expandable text

New (tax) year, new help!

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.

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.

  • If the return has a balance due.
  • If the Form of Identification field is complete on Screen IDAuth.

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)

Was this article helpful?

Thank you for the feedback!