TAP Help – Edit a Bank Account for a Specific Tax 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 how to edit a bank account for a specific tax account.
Where Do I Start?
Depending on which window you are already on, you may need to click the following hyperlink:
What Do I Do?
- On the Accounts tab, view the My Accounts sub-tab.
- Click the account ID hyperlink for the account whose bank account you wish to edit.
- Click the My Bank Account hyperlink next to the Payment Source label.
- Click the Change tab.
- Complete the fields on this window.
- Click the Save button.