Scenario: The tax return has a balance due and a federal return option for Direct Debit is used.
The direct debit information prints on the Client Form Listing Summary in the Quality Review print set. You can create a custom print set at your sites and include this form. If the return falls into this scenario, you can select the custom print set that will print the information with the return.
An alternative solution would be to generate the Quality Review PDF and print the page that displays this information and give it to the client.
Blog Posted 11/15/2017 1:02 PM Eastern