How to edit a bank application

If you need to correct information submitted on a bank application or update the original application details, this article walks you through the process.

Correct and resubmit a rejected bank application

1. Log in to your ProDesk account and enter the desired return by selecting Enter Return.
2. On the Navigation page, under Account Maintenance, select Edit Bank Application.
3. Make the necessary changes or corrections. Select Resubmit to submit the revised application for review.

Edit an unfiled bank application

1. Log in to your ProDesk account and enter the desired return by selecting Enter Return.
2. Select Edit a Return in Progress.
3. On the Tax Summary page, scroll down to the Payment & Filing Method section and select Bank Product.
4. Answer and review the information on the Federal Tax Balance Settlement page, then select Save & Continue. This example uses SBTPG; if you are enrolled with a different bank product provider, the screens may vary slightly.
5. Make the necessary changes or corrections to the bank application and select Save & Continue through each page.
6. Sign the Bank Application and select Save & Continue.