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Add bank account information to pay client tax liability

This article applies to:Avalara Returns for Accountants

Returns for Accountants offers flexibility in how you choose to fund the tax returns you file on behalf of your clients, but there are two main approaches:

  • Collect funds from your clients separately, then deposit the funds into a single bank account that you use to fund all client returns.
  • Enter bank account information for each client separately, which allows you to use the client's own bank account

Before you begin

Add your client companies to Returns for Accountants.

Steps

  1. In Returns for Accountants, go to Settings > Firms.
    The Firm Settings page opens.
  2. Select Bank account information.
  3. Select + to open the Add bank information menu.
  4. Enter your bank account information:
    • Bank account type: Select if this is a business checking, business savings, personal checking, or personal savings account
    • Form country: Select if this is a US or Canada bank account
    • Form region: If the bank account should be used only for returns in a specific region, select the region. Otherwise, leave this field blank.
    • Bank routing number: Enter the routing number
    • Bank account number: Enter the account number
    • Bank name: Enter the name of the bank or financial institution
    • Account holder name: Enter the name of the business or personal account holder
    • Account nickname: Enter a nickname for the account
    • Is default account?: Select this option if you want client companies to use this bank account information by default. If you use this option, you can still add separate bank account information for a client company.
  5. Select Save when you're done.
  6. Optionally, select a bank account for a specific client company:
    1. Go to Settings > Companies.
    2. Use the filters on the left to find the company you want to configure, then select Go.
    3. Find the company in the list, then select ⋮ > Edit Settings.
    4. Toggle the Banking Information setting to Specify, then select an existing bank account or select to add a new bank account.
    5. Select Save when you're done.

The selected bank account is now used to fund liability for returns you file electronically in Returns for Accountants.

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