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Add Bank Account

You can designate whether a bank account is to be used only for a specific tax account or whether it can be shared across multiple tax accounts.

The following steps show two methods of adding a bank account to a specific tax account.

First Method

Where Do I Start?

Depending on which window you are already on, you may need to click the following hyperlink in the I want to... section:

  • Home

What Do I Do?

  1. On the Accounts tab, view the My Accounts sub-tab.
  2. Click the account ID hyperlink.
  3. Click the Setup hyperlink next to Payment Source.
  4. Complete the appropriate fields.
  5. Click Save.

Second Method

Where Do I Start?

Depending on which window you are already on, you may need to click one or both of the following hyperlinks in the I want to... section:

  • Home
  • View My Profile

What Do I Do?

  1. Click the Setup hyperlink under Payment Source.
  2. Complete the appropriate fields.
  3. Click Save.