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Error: Financial Transaction information is missing from E-file

This happens when there is an amount on Form PA-20S\ PA- 65-page 2 line 14b but no or incomplete banking information.

Error message

Financial Transaction information is missing from E-file, but there is an amount available on the following: Tax forms\PA/P\-20S/PA-65, Page2, Line 14b final payment of Nonresident Tax Withholding and/or Tax Forms\PA\ Schedule NW, Line D Reconciliation payment. Payment by check is also allowed. EFT is not available. Navigation: Organizer\States\ Common State\ General information\ Bank information\Direct Debit\(tab)\ PENNSSYLVANIA\TAX PAYMENT METHOD

Solution

  1. Select
    Tax forms
    , then
    States
    , then
    Pennsylvania
    .
  2. If there is an amount on PA20S\PA-65, Page 2, Section V, line 14b then you need to enter banking information.
  3. Enter the bank information and fill out all blank columns for Pennsylvania, including columns C, D, G, and J.
  4. If you're paying by check instead of direct debit, change the Tax Payment Method in column C to
    Check
    .
  5. Do a full recompute and recreate the e-file.

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