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To view or print the Electronic Filing Worksheet which contains the banking information for direct withdrawal of estimated tax payments:

  1. From within the client's return, click on the Forms button in the toolbar
  2. Expand the Federal folder, and then expand the Worksheets folder
  3. Scroll down and double-click E-Filing Information - E-Filing Information (toward the bottom of the list)
  4. Scroll down on the worksheet to view the Direct Debit of Estimated Tax Payment for Next Year

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