RLorgeEA
Level 3

Preparing a CA 540 with a balance due.  My client wants to make a partial automatic withdrawal payment of $50 with the filing of the return, which will include a CA Form 3567 - Request for Installment Agreement which shows monthly amounts also of $50.  The 3567 populates just fine, however, I am getting an error message on the CA information worksheet that tells me that I should not have a check in the "Yes" box for electronic funds withdrawal because I cannot elect electronic funds withdrawal of the entire balance due because installment payment of balance due has also been elected.  It also doesn't like if I check either box or even leave them both blank.

Nowhere on the 3567 does it suggest that I have requested the balance due be paid in its entirety.  I have not encountered this before.  I have closed out and updated forms.  Anyone have an idea as to what am I missing?

Thanks in advance.  

 

 

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