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 Forms in the toolbar.
  2. Expand the Federal folder, then expand the Information Worksheets folder.
  3. Expand the Bank Account - Bank Account Information folder.
  4. Double-click the applicable existing worksheet or double-click Add Copy to create a new one.