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Level 3
February 7, 2020
Solved

Refund Payments due

  • February 7, 2020
  • 1 reply
  • 15 views

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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Best answer by Just-Lisa-Now-

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. 

1 reply

Just-Lisa-Now-
Intuit Community Champion
February 8, 2020

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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