Setting up a direct deposit of refund in ProConnect Tax

1. Go to the Input Return tab.
2. On the left-side menu, select General to expand that section.
3. Click on the Miscellaneous Information screen.
4. Click View 3 at the top of the screen to jump to the Direct Deposit of Refund (8050)/Electronic Payment section.
5. Check the box, Direct deposit of federal refund.
6. Enter the Bank Information:
   1. Name of bank (memo only)
   2. Routing number
   3. Depositor account number
   4. Enter a 1 or 2 in, Type of account 

To verify whether direct deposit has been set up, go to the Check Return tab and select the Preparer e-file Instructions form. The refund amount and bank account information will be listed here.

1. Go to the Input Return tab.
2. On the left-side menu, select General to expand that section.
3. Click on the Miscellaneous Information screen.
4. Check the box, Direct deposit of federal refund.
5. Enter the Bank Information:
   1. Name of bank (memo only)
   2. Routing number
   3. Depositor account number
   4. Enter a 1 or 2 in, Type of account.

To verify whether direct deposit has been set up, go to the Check Return tab and select the Preparer e-file Instructions form. The refund amount and bank account information will be listed here.

Direct deposit is not supported for federal partnership or fiduciary returns. However, some states and cities may offer direct deposit for these entities. To check if direct deposit is available:

1. Go to the Input Return tab.
2. On the left-side menu, select General to expand that section.
3. Click on the Miscellaneous Information screen.
4. At the top of the screen, click on a state abbreviation.

The electronic payment and direct deposit options for your state or locality will be listed here. Bank Information for one taxing agency can be entered, or you can enter bank information in the Electronic Payments section to apply to multiple states.

To verify whether direct deposit has been set up, go to the Check Return tab and select the Preparer e-file Instructions form. The refund amount and bank account information will be listed.

Contact the IRS when the e-filed return has been accepted and incorrect routing or bank account number has been entered in ProConnect Tax.

• ProConnect Tax has the ability to make any changes to a return or extension after it has been electronically filed.
• If incorrect routing and accounting information has been input in error, the Internal Revenue Service or the appropriate taxing authority must be contacted.
• Once the IRS e-file return is accepted, information pertaining to the payment, such as the account information, payment date or amount, cannot be changed.  If changes are needed, the only option is to cancel the payment transaction and choose another payment method.
• Taxpayers should call the Treasury Financial Agent, Customer Service, at 1-888-353-4537, toll-free, to cancel a payment or to report problems such as bank closures, lost or stolen bank account numbers, closed bank accounts or unauthorized transactions.  Customer Service is available 24 hours a day, 7 days a week.

• Scheduled payments can be canceled up to 11:59 p.m. ET, two (2) business days before the scheduled payment date. The cancelation must be authorized by the taxpayer.
• Taxpayers may also call 1-888-353-4537 to inquire about payments but should wait at least 7 - 10 days after the e-file return is accepted before calling. 
• Taxpayers will be notified if a payment is returned by the financial institution due to insufficient funds, incorrect account information, closed accounts, etc. If this occurs, the IRS will send a notification letter to the address on record explaining why the payment could not be processed. The letter will provide alternative options for making the payment.  For questions regarding the letter, please call 1-888-353-4537.
• In the event the financial institution is unable to process the transaction, the taxpayer will be responsible for the tax payment and for any penalties and interest incurred.
• Contact the IRS immediately at 1-800-829-1040 if there is an error in the amount withdrawn.
• In the event Treasury causes an incorrect amount of funds to be withdrawn from a bank account, Treasury is responsible for returning any improperly transferred funds.