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The "Efile Clients" tab "Payment Method" and "Refund or Tax Due" columns are not matching the selected return payment method and the refund or tax due amount in the client's return.
Example
"Efile Clients" tab columns displays:
Return Type | Payment Method | Refund or Tax Due |
Fed Extension | Direct Debit | $20,000 |
CA Extension | Direct Debit | $50 |
Federal Return | Direct Debit | $20,000 |
CA Return | Direct Debit | $50 |
The clients return reflects the table below.
Return Type | Information Worksheet selection | Return Results | Settlement Date | Comments |
Fed Extension | Electronic Funds Withdrawal = Yes (for Extension) | $100 | 4/14/2025 | "Efile Clients" "Refund or Tax Due" should display $100 (Direct Debit for "Payment Method "is OK) |
CA Extension | Electronic Funds Withdrawal = Yes (for Extension) | $50 | 4/14/2025 | "Efile Clients" "Refund or Tax Due" should display $50 (Direct Debit for "Payment Method "is OK) |
Federal Return | Electronic Funds Withdrawal = No (for Return) | $20,000 |
| "Efile Clients" should display "Check" Payment Method ($20, 000 "Refund or Tax Due" is OK) |
CA Return | Electronic Funds Withdrawal = No (for Return) | $1,500 |
| "Efile Clients" should display "Check" Payment Method and "$1,500" for Refund or Tas Due
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