Print Bank Account Verification worksheet
The
Bank Account Verification
worksheet provides bank account information and a signature line for the taxpayer and, if applicable, the spouse to verify their account information. You can view the Bank Account Verification
worksheet for a client's return in Form
view in the BankVrfy
folder.note
- UltraTax CS doesn't enable printing this worksheet by default.
- If theTaxpayer verified all bank information byfield is complete on theBankscreen, theBank Account Verificationworksheet isn’t needed and won’t print.
To print the worksheet, do the following:
- SelectSetup, then1040 Individual, then theFederaltab.
- Select theOther Return Optionsbutton.
- Select theOthertab.
- Select thePrint Bank Account Verificationcheckbox.noteTo include the direct deposit and/or direct debit amounts on the worksheet, also select theInclude direct deposit/direct debit amountscheckbox. This checkbox is enabled only if you select thePrint Bank Account Verificationcheckbox.
- SelectOKto close theOther Return Optionswindow.
- SelectOKto close the1040 Product Informationwindow.
