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 Configuration: From the Welcome page of your TaxSlayer ProWeb office, select:
- ERO Setup - Verify that your EFIN has been entered correctly. If it has been entered incorrectly, you will need to disable this ERO and add another ERO with the correct EFIN.
3. Have you selected Refundo as your bank in Configuration? From the Welcome page of your TaxSlayer ProWeb office, select:
- Office Setup
Select Refundo from the Selected Bank dropdown menu: