Question: Why is the "Electronic funds transfer consent" missing in the page 3 the ITR form?
Answer: Here are the 2 conditions that need to be both satisfied in order to show the "Electronic funds transfer consent" section in the tax form:
- The ITR form should have an "Amount refundable".
- The Agent or its client have their own EFTR set-up, it can be set in organisation settings.
- Client EFT details is selected:
- Agent EFT details is selected:
- Custom is selected and manually input the EFT details:
- Fee from Refund is selected as YES, thus automatically capturing the default Agent EFT details:
Note: When you fill tax return for any of your client on form itself you will be able to select which details to use in EFTR section.
If you choose "Agent" - it will use firm's EFTR settings,
If you choose "Client" - it will take organisation/client EFTR setting.
If you choose "Custom" - you will be able to put some other details.
Other related guide:
Where to add Bank Detail / Fee from Refund / Electronic Funds Transfer (EFT)