If your client will not supply you with their bank account information, or your business model does not permit you to have access to this information, there are several options available.
The Department cannot give you access to another individual’s SAW User ID. The previous tax preparer needs to have the client removed from their list or the client needs to contact the Department themselves. If it is close to the due date, we can grant your client an extension to file. It is recommended you have a current Confidential Tax Information Authorization (CTIA) form signed for each client.
It is not recommended that you give your personal password and SAW User ID to your assistant or co-workers. If another person needs access to the accounts, follow the steps under adding a client as a user for your assistant. This way, if the assistant leaves the business you can simply remove the SAW User ID and they no longer will have access to your accounts.
The best way to work around this issue is for the preparer of the tax return to have a Preparer Access Level attached to their SAW User ID – this way they cannot submit the return or payment. In this situation, another individual would need to have access to the account with Prepare and Pay Access Level to submit the final return and payment.
You may ask for a waiver on your client’s behalf. Please have a current CTIA on file. To learn more about waivers visit our mandatory e-file/e-pay page.