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Paying by check the amount due on the return


Dan

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Question: The government has passed a rule that if you prepare 100 or so returns that you must efile them.

My question: If the client owns money on the return, what are the rules if the client wants to send the amount due on the return by check?

I sure don't see any information regarding this in the !040 instructions.

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Also, when you prepare the e-file, you have the option of choosing the date that the check will be sent even though the e-file may be created and filed in Feb, Mar. You can opt for a date to send the voucher with the payment. I generally use April 10. The same holds true if you choose direct debit. They will take the money out of the account on the designated date no matter when the return is filed. Most clients really like this feature. These options are found on the page with the bank options.

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