Support CenterAutomatic Debit for Electronically Filed Balance Due Returns SureFire
🔍 Automatic Debit for Electronically Filed Balance Due Returns (SureFire)
If you will file the return electronically, the taxpayer can choose to have the payment transferred from his or her checking or savings account on a specified day.
⚠️ Before You Begin
You will need the following information to complete the ACH 1040/ES setup:
- Taxpayer bank account number
- Bank routing number
📊 Step-by-Step Guide
Step 1: Choose whether to use Automatic Debit
Select this option only if you want the payment transferred from the taxpayer’s checking or savings account on a specified day.
To select this option, select Yes on this line and continue to the ACH 1040/ES form.
If you do not want Automatic Debit, select No.
Step 2: Complete the ACH 1040/ES form (if you selected Yes)
Use the ACH 1040/ES form to set up the electronic debit.
After selecting Yes, complete the ACH 1040/ES form.
Step 3: Enter bank details in both required places
These details must match across both forms.
You must enter the taxpayer's bank account number and the bank's routing number on both the ACH 1040/ES form and the Main Information Sheet.
📞 Still Need Help?
If you are having trouble, contact our support team:
Phone: 1-800-516-9442
Tags: federal,form