Include bank account verification information with the client organizer
If you're using Classic client organizer pages, bank account information can be verified on the
Deposit & Electronic Funds Withdrawal
section of the client's organizer. If you're using the Lite client organizer pages, the bank account information can be verified on the
Lite-6 Bank & ID Authentication
section. Each page lets the client view, update, and indicate all bank account information is correct.note
If you're using the client organizer to verify bank account information, clear the
Mark bank account numbers with asterisks
checkbox in the Setup
, 1040
, Organizer
tab.
