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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:

  • Home

What Do I Do?

  1. On the Accounts tab, view the My Accounts sub-tab.
  2. Click the account ID hyperlink for the account whose bank account you wish to edit.
  3. Click the My Bank Account hyperlink next to the Payment Source label.
  4. Click the Change tab.
  5. Complete the fields on this window.
  6. Click the Save button.