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CoCounsel Legal
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CLEAR
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2026 SKILLS Showcase
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Ghosts on the ledger
Payroll fraud is a major compliance risk. Learn how payroll analytics and AI-powered tools can help exorcise phantom employees and employers.
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Future of professionals report 2025
The Thomson Reuters Future of Professionals Report 2025 reveals how AI continues to shape professional work — and what it takes to get ahead. This year’s report shows that increased efficiency, productivity, and cost savings top the list of benefits professionals attribute to AI, making it indispensable for organizations facing rapid change.
Screen ORSPBank - Multnomah and Portland Business - Bank (1040)
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Direct Deposit and Electronic Funds Withdrawal
Direct deposit and electronic funds withdrawal are available only for electronically filed returns.
Suppress direct deposit of refund
UltraTax CS automatically chooses direct deposit for the Oregon Form SP-
2025
return refund when financial institution information is entered. Enter X if you do not want to deposit the refund directly in the client's account.Enable electronic funds withdrawal for a balance due return
UltraTax does not default to electronic funds withdrawal for balance due returns. An X must be entered to schedule the withdrawal. The date of withdrawal defaults to the due date of the return when not entered. For returns filed after the original due date, enter a date of withdrawal.
Extension Payment Electronic Funds Withdrawal
UltraTax does not default to electronic funds withdrawal for a balance due on extension. Enter X in the Enable electronic funds withdrawal for extension payment to include a direct debit in an electronically filed extension. Enter a date of withdrawal before the original due date if desired.
Account information
Bank account information does not transfer to this screen from federal Bank Screen. Enter all data required in this screen for direct deposit or electronic funds withdrawal. Accounts outside the United States cannot be used for electronic transactions. An X in the Non-US financial institution field suppresses direct deposit and electronic funds withdrawal.