We are excited to begin introducing changes to the e-file section of the application. These changes are designed to increase efficiency and to produce a more quality return. As we begin seeing these changes internally, we will introduce them to you to make you aware of any changes that could impact the day to day operations of your site.
E-file Summary/Submission Page – Review banking information
The submission page will give the preparer and/or the quality reviewer the ability to more easily review and modify the banking information associated with a direct deposit or a direct debit. The screenshot below illustrates the ability to review and modify the taxpayer banking information when their federal direct deposit is being split over three accounts using Form 8888.
The functionality of how the direct deposit information will not be changing (i.e. State direct deposits will be deposited to Bank Account 1 and state direct debits will be deducted from Bank Account 1)