The bank account page in TaxSlayer ProWeb will be displayed when either the federal return or a state return has an e-file type selected of direct deposit or direct debit. The same account must be used for both the federal and state returns.
Bank Account Type
Select Checking or Savings.
Bank Name, Routing Number and Account Number
Enter the name of the bank, the bank's routing number and the taxpayer's account number. You will need to verify the routing and account number by entering it twice.
Direct Debit Information
If either the federal return or a state has an e-file type of direct debit selected, you will be prompted to enter additional information.
Amount of tax payment*
For the federal return only, the taxpayer can elect to pay the entire amount due, or a portion of the amount due. Enter the amount that the taxpayer is paying via direct debit in the space provided. If the entire amount due is being paid, select Populate amount owed.
The amount entered applies only to the federal amount due. If the payment amount is less than the amount due, the taxpayer should use Form 1040-V to mail the rest of the payment to the IRS.
State Direct Debit Payments
State direct debit payments must be made for the full amount due for the state, If the taxpayer does not want to pay the full amount due via direct debit, the e-file type can be changed to Electronic Balance Due from the Return Details menu. The payment will need to be remitted to the state via mail. The following warnings will be displayed on the screen.
Additional Required Information
Enter the requested payment date and the taxpayer's daytime phone number in the fields provided. This information is required for direct debit returns. If the return is being filed after the due date, the current date must be selected.