Bank Product Information

Bank FAQ

• Why is the Bank Taking Fees Out of My Preparer Fees?
• Where do I do the compliance test the bank requires?
• Top 10 Bank Product Funding FAQs
• Bank Enrollment Application FAQs
• Tax Related Bank Products - Can they be used in prior year returns?
• If the IRS offset the taxpayer's refund, will I still get paid?

See all 13 articles

Bank Partners Overview

• Bank Products - How Do I Request a Name Change on a Printed Check?
• How Do I Cancel a Bank Product for a Client?
• Where Can I Find My Percentage of Funded Bank Products / Bank Product Report?
• Can I make changes to a taxpayer's bank application after it has been sent to the bank?
• What are the Transmission and Technology Fees?
• Where do I fill out a bank enrollment application?

See all 11 articles

EPS Financial

• EPS Check Printing Guide
• EPS Refund Disbursement Listing Report
• Why Don't I see an EPS Enrollment Application in Account Hub?
• EPS Financial ERO Enrollment Application Guide

Refund Advantage

• Refund Advantage Refund Disbursement Listing Report
• Refund Advantage Check Printing Guide
• Why Don't I see a Refund Advantage Enrollment Application in Account Hub?
• Refund Advantage ERO Enrollment Application Guide

Refundo

• Refundo Document Prep Fee
• Refundo Bank ERO Enrollment Application Guide
• Desktop: Refundo Bank Program Setup
• Refundo Check Printing

Santa Barbara Tax Products Group

• Prep Paid: An Accounts Receivable Solution
• Santa Barbara TPG Check Administration Fee
• Santa Barbara Bank App Rejects 1972 and 1652
• Santa Barbara TPG - How to use GO2bank with TaxSlayer Pro
• Santa Barbara TPG Bank Application Reject 1801
• Santa Barbara TPG Fast Cash Advance Loan Types and Amounts

See all 9 articles