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Tax Related Bank Products - Printing A Bank Application

Desktop · Written guide Content date 1 min read

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In an individual tax return in Tax Processors Plus Desktop, there are three menus under which the taxpayer's bank application can be printed.

View Results

From the main menu of the tax return (Form 1040) select:

  • View Results
  • Bank Application

Mark Return Electronic

From the main menu of the tax return (Form 1040) select:

  • Mark Return Electronic
  • Bank Application Information
  • View the [bank] Application

Receipt Menu

Exit the return to the Receipt Menu, then choose Print Bank Documents. In the window that opens, click the check box for the bank application or select the Check All button to print the application plus the two consent forms, then click Ok.

Additional Information:

Top 10 Bank Product Funding FAQs

Configuring to Print Returns to PDF