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Direct Deposit

The DD screen allows you to set up direct deposit into a taxpayer’s account by the IRS, state, and some city departments of revenue.
Other videos in this category:
Split a Return
The Split feature in the Data Entry menu helps you easily split returns for federal or state purposes.
Electronic Funds Withdrawal
Use the PMT screen to set up automatic fund withdrawal by the IRS, state, and some city departments of revenue.
Calculating QBI for Schedule E Income
Learn to compute the qualified business income (QBI) deduction for income originating from Schedule E.