Welcome back! Ask questions, get answers, and join our large community of tax professionals.
  • Sign In
  • Elevate 2026 Pencil Banner
    cancel
    Showing results for 
    Search instead for 
    Did you mean: 

    Paper return with electronic payment

    Ruth1
    Level 4

    Sadly, I need to change a good deal of my returns to paper file. I still want the money to move electronically but Lacerte will say " your payment will be automatically deducted" and it also says "make your check payable to" on the letter. The bank information is not carrying through to my state return MA on page 4 of the return.  I have tried a myriad of ways to affect this on the appropriate screen but to no avail. Can anyone help? Thank you.

    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
    Just-Lisa-Now-
    Level 15
    Level 15

    You cant schedule a direct debit on a paper filed return.  The bank info only prints on the paper return if its a refund and direct deposit is chosen.

    I'm guessing if you take the direct debit info out of the return, then the letter will be worded properly.


    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

    View solution in original post

    4 Comments 4
    Just-Lisa-Now-
    Level 15
    Level 15

    You cant schedule a direct debit on a paper filed return.  The bank info only prints on the paper return if its a refund and direct deposit is chosen.

    I'm guessing if you take the direct debit info out of the return, then the letter will be worded properly.


    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    Ruth1
    Level 4

    Thank you kindly.

    0 Cheers
    George4Tacks
    Level 15

    You appear to not be alone, maybe @IntuitBettyJo can find out.

    https://proconnect.intuit.com/community/lacerte-discussions/discussion/re-client-cover-letter/01/917...


    Answers are easy. Questions are hard!
    Ruth1
    Level 4

    Thank you!

    0 Cheers