Support CenterDirect Debit for Balance Due or Estimated Tax Payment in SureFire
🔍 Direct Debit for Balance Due or Estimated Tax Payment in SureFire
This guide explains how to complete the Direct Debit form in SureFire for:
- Balance due (allow the IRS to debit your checking or savings account)
- Estimated tax payment (debit one estimated tax payment from your checking or savings account)
⚠️ Before You Begin
Complete this form only if the taxpayers:
- Have a balance due and want to allow the IRS to debit their checking or savings account for the payment
- Want one estimated tax payment debited from their checking or savings account
Important: If you need to do both (balance due and estimated tax payment), you must duplicate the form and complete one copy for each debit.
📊 Step-by-Step Guide
Step 1: Read the on-screen instructions
Use this when you need to follow the form prompts while entering information.
Read the on-screen instructions.
Step 2: If you need both debits, duplicate the form
Use this when you need to submit two separate debits (balance due and estimated tax payment).
In order to do both, you must duplicate this form and complete one copy for a debit of balance due and one for a debit of the estimated tax payment.
To duplicate the form, press Shift+F10 while the form displays on your window.
Do not fill in both sections on the same form.
Step 3: Complete the “Balance Due on Your Tax Return” section
Use this when you are setting up the debit for the balance due.
Fill in the required entries.
Use this when you need to choose the debit date for the balance due.
The taxpayer can specify on which date the debit should take place.
- If the return is transmitted on or before April 15, the requested date cannot be later than April 15.
- If the return is transmitted after April 15, the requested payment date should be the current day's date (shown on-screen).
Do not enter @T/OD/AY.
Step 4: Complete the “Estimated Tax Payment” section
Use this when you are setting up the debit for an estimated tax payment.
Be sure the account information you enter for this field is correct. It is not cross-checked by SureFire with any other account information.
Use this when you need to select the correct requested payment date.
Read the on-screen instructions regarding requested payment dates.
📞 Still Need Help?
If you are having trouble, contact our support team:
Phone: 1-800-516-9442
Tags: federal,form