What is Software Purchase Assistance (SPA)?
An SPA is an interest-free loan program designed by your chosen banking partner in which the bank assists you with the purchase of your TaxSlayer Pro software. The loan is repaid from your tax preparation fees withheld by the bank from IRS or State funded Refund Transfers.
For details about the repayment aspect of the SPA, please review the bank's SPA Agreement or contact the bank directly.
How Do I Apply for Software Purchase Assistance (SPA)?
The first step is to contact your TaxSlayer Pro sales manager and let them know you'd like to apply for SPA. They will enter the amount of your requested SPA into your account and your bank will receive the request when you submit your ERO Enrollment Application from your TaxSlayer Pro Account Hub.
How Will I be Notified that I am Approved for Software Purchase Assistance (SPA)?
Your bank will notify you of their decision. If you're partnering with Refund Advantage or EPS Financial you can check your SPA approval status in your TaxSlayer Pro Account Hub. On the Banking Information tile, your SPA Status will display beneath your selected bank:
Note: Your chosen banking partner's criteria to determine eligibility to receive assistance may include, and isn't limited to, prior year history preparing bank product returns and exceeding your bank's funding requirement. For more information about acceptance criteria, please contact your bank directly.
Additional Information: