Processing a bank product and transmitting the return

You are here:


1. The first step is to open the return and click Complete

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2. Click YES to mark the return complete

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3. Click YES to mark the return reviewed

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4. Click Save & Redirect to Manage Returns

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5. Click Start Payment

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6. Click Add New Invoice

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7. Click BANKING

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8. Click Continue

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9. Click the disbursement type

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10. Click Save and Continue

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11. Complete any missing information on this page.

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12. Click Save and Continue

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13. You can review the bank application agreement here. It will be included in the View/Print when your print the tax return. Click Save and Continue

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14. Click Transmit Now

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15. Select 1040

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16. Click highlight

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17. Select the state returns

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18. Click Transmit Now. That’s it. You’re done.

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Here’s an interactive tutorial

** Best experienced in Full Screen (click the icon in the top right corner before you begin) **—Processing-a-bank-product-and-transmitting-the-return-

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