To display the firm trust account details or to display the client bank details in the individual Tax Return.
Go to "Settings" (Client Setting), to add client bank details
Go to "Settings" (Firm Setting), to add firm trust account details.
Select "Tax" and fill the information or bank details of the client.
Go to "Forms", and select the form that you're working on.
Scroll down to "Electronic Funds Transfer (EFT)".
From here you can choose in the drop down option to which details to use?
Agent result will show whatever details you added to Firm Setting -> Tax. (via top right of LodgeiT interface , Gear leaver > Settings > Tax)
Client result will show whatever details you added to Client Setting -> Tax.
Account Number - It's masked for security purposes. If you want to change it, must enter full number.
Related Article:Changing Bank Details