In TaxSlayer ProWeb, the Bank Application step in the e-file process is available when a bank product has been added in the Return Details step. Each section of the application must be completed in full.
Residential Address and Phone Number
The taxpayer's personal information will pull automatically from Form 1040. For Married filing Joint returns the spouse information must also be completed.
Taxpayer ID
The banks require license or ID for each bank product. A list of bank approved ID's can be found in the drop down box.
Citizenship
Taxpayer's and spouse's when married filing jointly, citizenship must be verified for any bank application. The preparer must confirm this information has been verified.
Section 7216 Consent to Disclosure
The banks require the disclosure form be signed by the taxpayer and spouse when married filing jointly.
Bank Funding Message
Each of the TaxSlayer approved bank products offers a different funding message. The message will require a yes or no answer depending on the taxpayers preferences.
Click on the bank to view their specific funding message.