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Bank Account Verification Form

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Bank Account Verification Form

JCrosby

We could really use a bank account verification form that the client signs when they sign the 8879.  This form should contain the financial institution, routing number, account number, etc.  The account number should not be masked so it can be verified in its entirety.   Adding a signature line and having this print with the eSig Docs would be very helpful.

You currently provide this form without a signature verification for a balance due called "e-file Payment Record" without signature Authorization.  Please make this available for refunds as well. 

Thanks for the idea to "Adda bank account verification form that the client signs when they sign the 8879.  This form should contain the financial institution, routing number, account number, etc.  The account number should not be masked so it can be verified in its entirety.   Adding a signature line and having this print with the eSig Docs". We are changing the status to "Open for voting".

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Status: Open for voting
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2 Comments
Accountant-Man
Level 13

I put this into the new cover letter and instructions I design every year that I send with the 8879 for signature.

Intuit_Ruben
Moderator
Moderator
Status changed to: Open for voting

Thanks for the idea to "Adda bank account verification form that the client signs when they sign the 8879.  This form should contain the financial institution, routing number, account number, etc.  The account number should not be masked so it can be verified in its entirety.   Adding a signature line and having this print with the eSig Docs". We are changing the status to "Open for voting".

Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular.
ProConnect Idea Exchange

If you have any questions on the life cycle of an idea, check out our Idea Exchange Getting Started Guide for more information.

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