Edit a State Tax Template

The ACH Send Money Setup - Edit Template page is used to edit details of an existing state tax template.

You can access the ACH Send Money Setup - Edit Template page by clicking the Edit 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 edit.
   Result:  The ACH Send Money Setup - View Template Details page is displayed.

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

5. Edit the Template name, 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.