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 FAQ's
- Bank Enrollment Application FAQ's
- 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?
Bank Partners Overview
- Bank Products - How Do I Request a Name Change on a Printed Check?
- ProWeb: How do I Select a Bank Product in a Tax Return?
- Desktop: How Do I Select a Bank Product in a Tax Return?
- 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?
EPS Financial
- EPS Check Printing Guide
- EPS Refund Disbursement Listing Report
- Why Don't I see an EPS Enrollment Application in Account Hub?
- ProWeb - I Can't Mark a Return as an EPS Financial Advance Loan (bank product)
- Desktop - I Can't Mark a Return as an EPS Financial Advance Loan (bank product)
- 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?
- ProWeb - I Can't Mark a Return as a Refund Advantage Advance Loan (bank product)
- Desktop: Troubleshooting Refund Advantage Advance Option Not Available in a Return
- Refund Advantage ERO Enrollment Application Guide
Refundo
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 - GO2bank Debit Card Says it's Locked
- Santa Barbara TPG Bank Application Reject 1801