Portal Upload Submission Form

Electronic Deposit Information for

Federal and State Income Tax Refunds

Are you providing banking information for a primary taxpayer/spouse tax return, or a dependent's tax return?

Name of Client Filling Out This Form

First NameLast Name

Email of Client Filling Out This Form

This is only used for account matching purposes. An auto-email reply will NOT be sent to you.

Name of Dependent

First NameLast Name

Email of Dependent (if over 18 years of age)

example@example.com

PLEASE NOTE! The IRS requires that the name on the tax return to match the name on the bank account. Pleasure ensure you use a bank account that has the taxpayer's name listed as an account holder.

Name of Financial Institution

e.g., Bank of America

Account Type

ABA Routing Number

Must be EXACTLY 9 digits

Full Account Number

Please double-check for accuracy

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