These are frequently asked questions about the Bank Enrollment Process. For FAQs on the taxpayer's bank application click here.
I need to make a change to my application, can I do that?
If the application is not locked, yes changes can be made. The application is locked upon submitting it to the bank and remains locked until the bank responds either approving or denying.
I need to make a change to my application but it's not letting me submit it.
This happens when it's been submitted to the bank and has not yet been approved or denied. Once approved or denied, changes can be made and the application can be resubmitted.
How long does it take to get approved?
Typically, the bank acknowledges the application within 24-48 hours.
How can I see if I've been approved by the bank?
The status of your enrollment application can be viewed by logging in to your TaxSlayer Pro Account Hub. The Banking Information tile will display the bank application status for each bank application that was submitted. Click the + next to the bank name to view the details.
Why can't I change my fees on the bank app?
The Document Prep Fee can be changed by contacting your sales manager up until your office starts transmitting returns. Once the first return is transmitted, the fee is locked for the season and cannot be changed.
I need to change something on the W-9.
If anything needs changing on Form W-9, you'll need to send us a revised Form W-9. Form W-9 can be prepared on the IRS website here. Once finished, print the form to PDF and email it to prodocs@taxslayer.com.
Can I apply to more than one bank ?
Yes, with the exception that you can only apply to one of either Refund Advantage or EPS.
What is a Pre-Ack Loan?
A Pre-Ack loan is a refund advance loan approved during the period before the IRS has issued its first acknowledgement of the tax season
How do I offer Pre-Ack Loans?
To offer Pre-Ack loans, an ERO must first be approved by a bank to use its products to facilitate refund transfers, then be separately approved to offer refund advance loans, then be further approved to offer Pre-Ack refund advance loans.
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. For more details click here.
Additional Information
Tax-Related Bank Products Overview
Tax Related Products - Bank Partners
ProWeb: Where to Configure Tax-Related Bank Products