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Verify Error: RT/ERC Request But No Bank Application Attached

This article explains how to clear a verify error: "RT/ERC Request But No Bank Application Attached"


STEP 1

How to Reload an EFIN

Follow the steps below for the appropriate way to re-load the EFIN on Form 8879.

Reloading the EFIN record may often resolve several refusals and verify errors and is required in many situations.

  1. Go to Form 8879 from the list of Attached Forms. 
  2. Click inside the EFIN Field located in the top right of the form. 
  3. Select the Choices button from the active field information section located at the bottom of the screen.

4. Select the appropriate EFIN record (If EFIN is NOT present, please contact Support for assistance).
5. Select Refresh and Save to update all forms & documents.
 
If this does not bring in the bank application to the return, continue with the steps to Reload Billing.

STEP 2

Changes made to the software billing setup will not automatically flow to existing Tax returns. New Tax returns will load based on the default Billing scheme saved in the Office Setup under the General Tab within the Billing Section. 

Possible Cause: The Billing Scheme/Fees or EFIN were updated after tax returns have been created.  

  1. From within the tax return, select the Return menu.
  2. Choose Re-Load Billing (Ctrl+U). 


  3. Review the Invoice to confirm the changes were applied accordingly. 


If neither step clears this verify error, and the bank application is NOT added to the return, please ask for the EFIN to be published to the customer, transmit to pick up the EFIN record, and repeat beginning at Step 1 above.