Welcome back! Ask questions, get answers, and join our large community of tax professionals.
cancel
Showing results for 
Search instead for 
Did you mean: 

How do I add a different routing number for a bank name in direct deposit?

gela
Level 1
 
0 Cheers

This discussion has been locked. No new contributions can be made. You may start a new discussion here

1 Best Answer

Accepted Solutions
George4Tacks
Level 15

Just edit the one that is there. I think you really have a different question, but not sure. Do you mean for estimate taxes, after you have efiled? If so, look at the client letter and it will have a contact phone number for both IRS and the state. 


Answers are easy. Questions are hard!

View solution in original post

0 Cheers
4 Comments 4
George4Tacks
Level 15

Just edit the one that is there. I think you really have a different question, but not sure. Do you mean for estimate taxes, after you have efiled? If so, look at the client letter and it will have a contact phone number for both IRS and the state. 


Answers are easy. Questions are hard!
0 Cheers
mojocpa
Level 7

If you want to globally change it go to Settings, Table Editor, Miscellaneous Info/ Direct Deposit, Bank Name. Highlight the bank you want to change the routing # and change it there. Then select Ok. 

0 Cheers
roz2
Level 4

I am now missing my Misc category in my Table Editor in 2020.  I cannot locate bank information.  What happened to it? Did it move to another heading?  Also, I have a drop-down box for my EFIN for my Exempt entities.  I have had this issue before, and it seems to move around from entity to entity. Each time I call in they fix it a different way. Is there a standard way to fix this problem?

0 Cheers
sjrcpa
Level 15

@roz2 Instead of tacking onto a 2 year old unrelated post I'd start this as a new question.

The more I know, the more I don't know.