After you have completed the bank enrollment application in your Account Hub and have gotten an approval back from the bank, you can then configure the program to offer tax-related bank products on tax returns.
To configure TaxSlayer ProWeb to allow you to offer bank products on tax returns, from the Welcome Page select:
- Office Setup
- Selected Bank - click the dropdown menu and select the bank to use.
Only the banks you have been accepted with will show in this menu.
Selecting the bank in Office Setup will pull in all the necessary information from the enrollment application, including additional fees, advance approval, and disbursement types.