How to Paper File an RT return (refund transfer/bank application)

Before this process can begin the end user must have attempted to e-file the return sending the bank application to the appropriate bank.
An IRS rejection is required to paper file an RT or the following error will occur.
Important Note: This function may not be working as intended. Please contact Support for assistance.

  1. From within the return select the Print from the menu options.
  2. Select Paper File RT Return
  3. Choose the Filter button to verify the Mailable Set has print option checked & Close window.
  4. Verify Selected Printer is correct & Print return for paper file.



 

After print project is completed you will receive the following notice. 

Transmit to Central Site to submit the Bank Application to the appropriate bank.