Clients who request to make a same day tax payment to the IRS can do so by requesting a wire from their account to the IRS. These wire requests cannot be processed through Xperience. Process them as follows:
- Complete the EFTPS Same Day Tax Payment form.
- Complete all required information on the form.
- Complete all other applicable wire transfer procedures for approval and exception processes. (For example: wire request >$50k, officer approved exception to in-person wire request policy, etc.).
- To confirm wire input authority, complete the Wire Transfer Instructions form, then email the _Wires Group the following information:
- Name/Account number of client
- Amount of Wire
- Approval acknowledging as the input associate, you completed the Wire Transfer Instructions form.
- Submit the completed form and if applicable, all supporting documents to the Wires Group.
- See Scanning Wire Documents procedures.