Overview

 

Upon closing the Tax form, you will be returned to the Gov't Agency Profile.

 

 

 

Click the Advanced tab.

 

Review the information on the screen.  In almost all cases, taxing authorities require taxing authority name and taxpayer ID be listed in the ACH detail record.  Unless the tax format you are creating specifically states otherwise, leave the defaults (of course, fill in the 'Name' field'). Your screen will resemble:

 

 

 

Click Save.  The Govt' Agency profile will be saved.