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:

  1. The ITR form should have an "Amount refundable". 
  2. 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)