If you don't see the option to mark a return for a Refundo NOW advance bank product, check the items below:
1. Have you been approved to offer advance loans by Refundo? Log in to your TaxSlayer Pro Account Hub to check the status of your approval. You can check on the status of your approval by viewing the Banking Information tile from the main page of Account Hub. If you are approved to offer Refundo NOW advances, your approval status will show Advances Available. If you are also approved to offer Pre-Ack Advance loans, your approval status will show Advances and Pre-Ack Available:
2. Verify that your EFIN is entered correctly in the Electronic Filing & Bank Setup Menu: To access the menu, from the main menu of of TaxSlayer Pro Select:
- Configuration
- Electronic Filing / Bank Setup
- Transmitters EFIN - Verify that the EFIN entered is correct:
3. Have you selected the option to offer advance loans in the Bank Setup Menu Configuration? To access the Bank Setup Menu, from the main menu of of TaxSlayer Pro Select:
- Configuration
- Electronic Filing / Bank Setup
- Bank Setup Menu - Make sure that Can offer Advances is set to YES. You will not be able to change this menu item to yes if you are not approved to offer Advance products with Refundo.
Additional Information: