TomAdam
Level 1

Have any of you had a problem with the direct deposit routing numbers and account numbers being changed in the program?

We had correctly entered the routing number and the account number on the Federal Information Worksheet, only to have it change, in the program, on the Client Copy of the tax return.

My concern was that the program was compromised, and the funds were sent offshore.  That was not the case, it appears the funds were sent to another ProSeries customer.

The IRS, and the State were contacted, and stated that the funds were, in fact, sent to the account on the tax return, which was the incorrect account.

In contacting ProSeries support, they could only state the routing and account numbers were the ones that were on the Client Copy of the return, which were the incorrect ones.

The funds that were sent to the incorrect institutions now have to return the funds to the government entities, and paper checks issued.  The refunds that are due to the clients are in the thousands of dollars.

I am looking for answers from ProSeries on what happened, and comfort that it will not happen again. 

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