Smstewart13
Level 2

I need to know where I enter the banking information for Illinois Partnership with replacement tax due.  Client would like this to pull from bank account as I am e-filing.  I have found the "debit authorization" in the software, but I have not found where to enter the banking information -- maybe I have looked at the software too long.

I am new to Lacerte; however, my old software has allowed this for years.  So I cannot think that Lacerte would not allow this.  Also my clients are accustomed to my doing this while I prepare their return.  We do not have access to the client's My Tax Illinois account -- so we use this method of paying.  Lacerte has a Illinois publication as a resource, but I am not interested in going to the Illinois site and redoing this return and sending from Illinois site -- then there is not a need for the Lacerte program, if I am using the Illinois site.

I am hopeful that I am just tired and someone will say -- go to #5.. and enter it in.

Many thanks

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George4Tacks
Level 15

Screen 3 > Direct Deposit or Refund and Electronic Payment 


Here's wishing you many Happy Returns

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Smstewart13
Level 2

Many thanks for your help,

Shannon

 

 

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George4Tacks
Level 15

You offer thanks her by clicking the 👍 for a cheer and if appropriate, marking the issue solved.

Glad I could help.

 


Here's wishing you many Happy Returns
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