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Filing

Request an Electronic Fund Disbursement or Refund Service

  1. Complete the return as you would normally, including the electronic filing information in the
    ELF
     screen in the Electronic Filing folder.
  2. Set up the application to use bank products for 1040 electronic returns.
  3. Complete the
    RAL
     screen.
  4. Select the bank product from
    Type of Electronic Refund Disbursement Service (ERDS)
    .
  5. Enter any fees in the
    RAL
     screen, including the tax preparation fee, that you want to deduct from the client's loan or refund.
  6. Select the
    Disbursement method
    :
    • 1
       for disbursement via check.
    • 2
       for direct deposit.
    • 3
       for prepaid debit card.
    • 4
       for pre-existing FasterMoney prepaid card.
  7. If you're requesting a direct deposit, select the
    Bank
     tab in the General folder and enter the taxpayer's primary bank information in the Part I - Direct Deposit/Electronic Funds Withdrawal Information section.
  8. Enter photo identification information in the Identity Verification section of the
    RAL
     screen.
  9. Review all diagnostic messages to make sure that you've completed the required fields.
  10. Create the electronic file.
  11. Transmit the electronic return through CS Connect.
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