Professional Editions - Banking Information Worksheet

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

  1. From within the client's return, click the Forms button in the toolbar
  2. Expand the Federal folder, and then expand the Information Worksheets folder
  3. Expand the Bank Account - Bank Account Information folder
  4. Double-click the applicable existing worksheet. Double-click Add Copy to create a new one.