Edit a Payment Source at the Taxpayer Level

How Do I...

Make a payment? Make multiple payments? Add a payment source for a specific tax account? Edit a payment source for a specific tax account? Delete a payment source for a specific tax account? Add a payment source at the taxpayer level? Delete a payment source at the taxpayer level?

You can designate a payment source at the taxpayer level that can be used to pay debts on any of your tax accounts.

The following steps show how to edit a bank account at the taxpayer level.

Click here to see instructions for editing a bank account for a specific tax account.

Where Do I Start?

Depending on which window you are already on, you may need to click one or both of the following hyperlinks in the menu bar on the left side of the window:

• Home

• Manage My Web Profile

What Do I Do?

1. On the My Bank Accounts tab, click the Advanced Payment Options sub-tab.

2. Click the name hyperlink for the payment source you want to edit.

3. Click Change.

4. Edit the fields, as necessary.

5. Click Save.