Copy a State Tax Template

The ACH Send Money Setup - Copy Template page is used to create a new template by copying details of an existing template.

You can access the ACH Send Money Setup - Copy Template page by clicking the Copy template link on the ACH Send Money Setup - View Template Details page.

1. Click the Transfers and Payments tab.
   Result:  The Transfers and Payments Section Overview page is displayed.

2. Click the Send money link.
   Result:  The Send Money - ACH page is displayed.

3. Click the Template Name for the template you want to copy.
   Result:  The ACH Send Money Setup - View Template Details page is displayed.

4. Click the Copy template link.
   Result:  The ACH Send Money Setup - Copy Template page is displayed.

5. Type a new Template name (up to 20 characters).

6. Change the Taxpayer name/ID, Template description, Debit account, and Maximum transfer amount, as needed.

6. Add, edit, or delete detail accounts, as needed.

7. Click Save changes.
   Result:  The ACH Send Money Setup - Confirmation page is displayed.