When banking information is selected in the return, there are several locations where you can verify or confirm it is included.

• Within the Return Diagnostics
• On the Direct Deposit Report
• Within the Return Letters
• On the Electronic Filing Status System®

To verify the banking information using Diagnostics in the return - [Return]

• Within the return go to Review > Interactive Diagnostics or click the Diagnostics icon on  the toolbar.

To verify the banking information using the Direct Deposit Report - [Return]

• Go to Government Forms tab.
• Select Direct Dep - Direct Deposit Report.
  • In a 1040 this can be found under Misc - Miscellaneous.
    • Open Direct Dep - Direct Deposit Report.
  • This report displays the federal or state unit, the bank information, and the amount.

To verify the banking information using Letters - [Return]

• Within the return, go to Review > Letters or click the Letters icon  on toolbar.

To verify the banking information on the Electronic Filing Status System®- [Return]

• On the Electronic Filing Status System, there are columns that display information for the bank. 
  • For information on this process, see our article on How do I add the Banking information column on the Electronic Filing Status System®?.

Additional Information

• CCH Axcess™ Tax: Electronic Filing User Guide
  • See PDF attachment.
• CCH® ProSystem fx® Tax: Electronic Filing User Guide
  • See PDF attachment.