Corporate Income Tax – Manage Direct Deposit Help

Return to Help Main Menu

 

 

Select Manage Direct Deposit from the menu on the left side of the screen.  The option to Manage Direct Deposit will only be available if you are an Account Owner or an Account Representative who has been granted access by the Account Owner to manage direct deposit.

 

 

Add/Update Direct Deposit

1)      Add:  If you are adding Electronic Funds Transfer (EFT) information for the first time the Terms and Conditions page is displayed after clicking Manage Direct Deposit.  Accept the terms and conditions by selecting the checkbox in the Accept Terms and Condition section.  Enter your Name, Position, and Email then click the Next button.    The checkbox, Name, Position, and Email are mandatory fields.

 

Update: If EFT information was previously added, the current EFT information will be displayed on the page.  Click the Edit button to update the EFT information.

 

2)      Add:  The Enter Information page is displayed if EFT information is added for the first time.  Enter the bank account information and an email address where you would like a direct deposit notification to be sent to when funds are deposited.  Click the Review button after the information has been entered.

 

Update:  If EFT information was previously added, the page will display the Current Bank Information and a section to enter New Bank Information.  The Terms and Conditions can be viewed by clicking the link.  Accept the Terms and Conditions by selecting the checkbox in the Terms and Conditions section of the page.  Enter the New Bank Information and click the Review button.

 

 

 

3)      The Review page is displayed.   The Financial Institution Name and the Branch Address will be displayed based on the Financial Institution Number and Branch Number that were entered on the Enter Information page.  Review the information and if the information is correct click the Submit button.  If the information is not correct click the Previous button to return to the Enter Information page and make corrections.

4)      The following page will indicate whether or not the direct deposit submission was successful.