Processing a bank product and transmitting the return

You are here:

18 STEPS

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

Step 1 image

2. Click YES to mark the return complete

Step 2 image

3. Click YES to mark the return reviewed

Step 3 image

4. Click Save & Redirect to Manage Returns

Step 4 image

5. Click Start Payment

Step 5 image

6. Click Add New Invoice

Step 6 image

7. Click BANKING

Step 7 image

8. Click Continue

Step 8 image

9. Click the disbursement type

Step 9 image

10. Click Save and Continue

Step 10 image

11. Complete any missing information on this page.

Step 11 image

12. Click Save and Continue

Step 12 image

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

Step 13 image

14. Click Transmit Now

Step 14 image

15. Select 1040

Step 15 image

16. Click highlight

Step 16 image

17. Select the state returns

Step 17 image

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

Step 18 image

Here’s an interactive tutorial

** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

https://www.iorad.com/player/1906358/Keep-It-Simple-Online—Processing-a-bank-product-and-transmitting-the-return-

Previous How to create and electronically file Form 4868 in Keep It Simple Desktop and Online

Privacy Preference Center