How do I fix the "Efile Clients" tab "Payment Method" and "Refund or Tax Due" columns display not matching the selected return payment method and refund or tax due amounts in client's returns?

Busy123

The "Efile Clients" tab "Payment Method" and "Refund or Tax Due" columns are not matching the selected return payment method and the refund or tax due amount in the client's return.

Example

"Efile Clients" tab columns displays:

Return Type	Payment Method	Refund or Tax Due
Fed Extension	Direct Debit	$20,000
CA Extension	Direct Debit	$50
Federal Return	Direct Debit	$20,000
CA Return	Direct Debit	$50

The clients return reflects the table below.

Return Type	Information Worksheet selection	Return Results	Settlement Date	Comments
Fed Extension	Electronic Funds Withdrawal = Yes (for Extension)	$100	4/14/2025	"Efile Clients" "Refund or Tax Due" should display $100 (Direct Debit for "Payment Method "is OK)
CA Extension	Electronic Funds Withdrawal = Yes (for Extension)	$50	4/14/2025	"Efile Clients" "Refund or Tax Due" should display $50 (Direct Debit for "Payment Method "is OK)
Federal Return	Electronic Funds Withdrawal = No (for Return)	$20,000		"Efile Clients" should display "Check" Payment Method ($20, 000 "Refund or Tax Due" is OK)
CA Return	Electronic Funds Withdrawal = No (for Return)	$1,500		"Efile Clients" should display "Check" Payment Method and "$1,500" for Refund or Tas Due

Thank you..

Kathi_at_Intuit

Hi @Busy123 Thanks for your post! It's great to see you in the community. Have you tried reaching out to support yet? Our support should be able to assist with this.

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Busy123

Hi ..Thanks for your response. Yes ...I tried support before checking with the community.

Support did not resolve the issue... Support stated that the issue is caused by "Electronic Funds Withdrawal" marked for Extensions. Which if true, is an issue ... Just because there is a request for Electronic Funds Withdrawal" for an Extension doesn't automatically mean that an individual will want "Electronic Funds Withdrawal" for taxes due on their return. Why does the Information Worksheet provide a choice of taking or not taking "Electronic Funds Withdrawal" of amounts due on the return if it has already determined by the Extension selection?

I appealed to the community thinking that I was not the only one experiencing this.

Kathi_at_Intuit

@Busy123 Thanks for the reply and for the explanation from support! We'll look into this. Are you using ProSeries?

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Busy123

Thank you...Kaithi_at_Intuit ....Yes, I am using ProSeries Basic...I appreciate your help with this.

How do I fix the "Efile Clients" tab "Payment Method" and "Refund or Tax Due" columns display not matching the selected return payment method and refund or tax due amounts in client's returns?

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