Blanca
Level 3
02-07-2020
05:08 PM
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Is there a place in Proseries Professional where a client can pay with their account for their amount due? or at least set up payments
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Level 15
02-07-2020
06:09 PM
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Your question says Refund Payments due, so I'm a bit confused, but do you mean to pay the IRS or state tax balance due?
Yes, on the federal information worksheet, about 2/3 of the way down the page you can set up the bank account for electronic debit and input a date for withdrawal.
The bank info should auto populate on the state return on its information worksheet, and you would set the state auto debit date there.
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