If you are offering bank product options for your clients, some fees that you may charge do have limitations.
Here are the bank limitations for tax year 2025 (bank year 2026). This information is subject to change without notice.
| Pathward (Refund Advantage / EPS) | |||
| Santa Barbara TPG | |||
| Refundo | |||
| Maximum Transmitter Fee | $350.00 | $350.00 | $350.00 |
| Maximum Total Fees | N/A | N/A | N/A |
| Maximum Preparer Fees | $5,000.00 | $9,999.99 | $9,999.99 |
| Maximum E-File Fee | $150.00 | N/A | $75.00 |
| Maximum Service Bureau Fee | $200.00 | N/A | $99.99 |
| Maximum Document Prep Fee | $200.00 | $160.00 | $150.00 |
| Maximum Audit Protection Fee | $150.00 | N/A | $100.00 |