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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 the
    Taxpayer verified all bank information by
     field is complete on the
    Bank
     screen, the
    Bank Account Verification
     worksheet isn’t needed and won’t print.
To print the worksheet, do the following:
  1. Select
    Setup
    , then
    1040 Individual
    , then the
    Federal
     tab.
  2. Select the
    Other Return Options
     button.
  3. Select the
    Other
     tab.
  4. Select the
    Print Bank Account Verification
     checkbox.
    note
    To include the direct deposit and/or direct debit amounts on the worksheet, also select the
    Include direct deposit/direct debit amounts
     checkbox. This checkbox is enabled only if you select the
    Print Bank Account Verification
     checkbox.
  5. Select
    OK
     to close the
    Other Return Options
     window.
  6. Select
    OK
     to close the
    1040 Product Information
     window.

This article applies to:

  • Product: UltraTax CS
  • Return type: 1040 Individual

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