E-file diagnostic: Account Type, Routing Number (9-digit), Account Number, Account Holder Type, and Date to be Debited must be present

ACCOUNT TYPE, ROUTING NUMBER(9 digit), ACCOUNT NUMBER, ACCOUNT HOLDER TYPE and DATE TO BE DEBITED must all be present. Review your bank information here: Organizer\States\Common State\General Information\Bank Information\Direct Debit(tab)\Columns B,C,D,I and M.
This happens when required bank information is missing for the direct debit for the state.

Solution

  1. Go to
    Organizer
    , then the
    States
    folder.
  2. Go to
    Common State
    ,
    General Information
    , then the
    Bank Information
    folder.
  3. Go to the
    Direct Debit
    tab.
  4. Fill out Columns
    B
    ,
    C
    ,
    D
    ,
    F
    ,
    G
    ,
    K
    ,
    L
    , and
    N
    for
    New York
    .
    1. Make sure
      Column F Routing
      is 9 digits long.
  5. Do a full recompute, and recreate the e-file.
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