Pay balance due using electronic funds transfer (EFW)
You can designate a balance due on an electronically filed return to be automatically debited from a client's bank account. To request an EFW to pay a balance due, do the following:
- On the1040screen in theGeneralfolder, enter a daytime telephone number.
- On theELFscreen in theElectronic Filingfolder, enter the date you want to have the amount debited from the bank account in theElectronic funds withdrawal for balance due returns: Requested payment datefield. This date generally can't be later than April 15 or the date the return is filed for extended returns.noteEnterXin theUse requested payment date of 4/15/2023field to enter 4/15/2023 as the requested payment date.
- Complete theSignature Datefield on thePINscreen in theElectronic filingfolder.
- To have only a portion of the balance due debited, enter an amount in theAmount of tax payment (Force)field.noteIf you're electronically filing Form 9465 Installment Agreement Request with the return, enter the amount in theAmount paid with the tax return or noticefield in the9465screen.
- On theBankscreen in theGeneralfolder, enter the bank account information in theDirect Deposit/Electronic Funds Withdrawalsection.
