paper file, direct debit?

[manyhappyreturns]

Why not just tell the TP, sorry this can't be done by direct debit, and let him/her figure out a way to pay the balance due? Seems like that would be easier for everybody involved.

[joanmcq]

I sent an email with a link to EFTPS and a voucher with the return. Bases covered!

[Gary2]

I sent an email with a link to EFTPS and a voucher with the return. Bases covered!

Any time you refer a taxpayer to EFTPS, always warn them that it may take a week or two to get their PIN in the mail. Unlike many state systems, I don't think it's possible to go online to EFTPS on April 14 (or April 16 this year), and get your payment scheduled in a timely manner.

[ChEAr$]

Can you imagine this? A client called a short while ago concerned that her payment of over 4,000$ had NOT been directly debited .. Yet......!

So I explained to her that I had not over ridden the default date of April 17th.
Actually i didn't know there was a default date, but that's a software issue.

[joanmcq]

My software doesn't have a default date. I always recommend a date a week or two before the due date in case there are any issues. The first direct debit I did was for my own extension being efiled a few years ago. I never do anything for a client I haven't tried myself yet.

Yes, there were issues, and I ended up having to send a paper check a few days late, since it was that amount of time before I got through to both the IRS and the bank to determine why the debit hadn't been made.

[taxea]

There is an area on the return that allows a direct debit for payment. I haven't seen any restrictions that say it has to be efiled to be able to do this. A paper return is input into the IRS computer the same way one you intend to efile is...even when it is the IRS copying a manual return that you have prepared.

If you can get a direct deposit made from a manual return, you can get a direct debit also. I have done this on returns that required a manual filing because the extension for efiling had run out.

[FEDUKE404]

Debit with paper return

There is an area on the return that allows a direct debit for payment. I haven't seen any restrictions that say it has to be efiled to be able to do this. A paper return is input into the IRS computer the same way one you intend to efile is...even when it is the IRS copying a manual return that you have prepared.

I am totally unaware of this IRS option with a paper return (I always efile, if possible.)

Can you let us know which "area of the return" allows this direct debit option for a paper return?

FE

[Jesse]

I am totally unaware of this IRS option with a paper return (I always efile, if possible.)

Can you let us know which "area of the return" allows this direct debit option for a paper return?

FE

Such an area doesn't exist.

[BP.]

Such an area doesn't exist.

No, I don't see it.

But the "area" where you indicate payment refers you to the 1040 instructions.

That is where you'll find the statement that e-file is the mechanism to pay by electronic funds withdrawal.

1040 instructions p. 71.