/CropBox [0 0 792.0 612.0] For general queries, including partnership opportunities, please email: Tax preparer tools for every tax business, Refund TransfersRefund AdvancesConnectMarketingMarketing Growth newRefundo DashboardAudit ProtectionERO AdvancesPaymentsService Bureau, About usPricingContact usHelp centerTerms of ServicePrivacy Policy, Land more clients by offering the option to pay prep, Leverage your own website or app so your clients can, Choose from a wide variety of pre-designed templates and. Refund Advantage ERO Enrollment Application Guide - Support stream E\i\ How to Track Your Tax Refund When You Use e-Collect to Pay - E-File PDF Important Disclosures Related to The Refund Disbursement Service Please If approved, your loan will be for one of ten amounts: $250, $500, $750, $1,000, $1,500, $2,000, $2,500, $3,000, $3,500, or $4,000. Refund Advance is facilitated by Intuit TT Offerings Inc. (NMLS # 1889291), a subsidiary of Intuit Inc. endobj The Express Refund Advance is a tax-related refund loan provided by MetaBank (it is not the actual tax refund). :EvN)*{ /Contents 30 0 R Choose from a wide variety of pre-designed templates and have your website up and running in minutes. These preparers charge a fee to prepare your taxes and there may be e-filing and other fees. Contact Us | Pathward - MetaBank Acceptance times vary and could take up to a day. Four years ago, Jackson Hewitt partnered with lenders to pioneer the no-fee refund-advance loan as part of the companys mission to help the hardest-working Americans. 1 0 obj )E F=iqKVa"TEC@. 41 0 obj Maximum balance and transfer limits apply. Refund Advantage - Drake Software 17 0 R How will it be sent? Learn more about the no-fee refund-advance loanor visit your preferred Jackson Hewitt location. Why did I receive this deposit? Let's get started stream Additional fees may apply for other products and services. Currently, check cashing at Walmart is not available in NJ and NY. All deposit Your approved amount is based on the size of your federal refund and your tax information, along with other factors. <> Taxpayers can have their tax preparation fees deducted from their tax refund while allowing you as the preparer to maximize their incentive earned. Pathward has provided this link for your convenience, but does not endorse and is not responsible for the content, links, privacy policy, or security policy of this website. H&R Block offers check verification. Loan amount options are based on your expected Federal refund less authorized fees. 11 0 obj We designed this tools and bring together all important features so that you and the entire team have everything you need to stay competitive with big franchises on servicing more customers. If you agree to a RAC, you typically agree to pay a fee to delay paying the price charged for the tax preparation services. You can explore our products and services on our website at www.axosbank.com. 99 free of charge. Home | Pathward Learn more about other resources that are available to you. F LAR)@N\PHbRCHO\zUTr/ After youve been approved for Refund Advance and open a checking account with Credit Karma Money, you could get your Refund Advance deposited into your checking account in as little as 1 minute from IRS E-file acceptance of your return*. If your tax refund was released by the IRS over 4 -5 days ago and you do not see an account or status with e-collect/Meta Bank, here is what most likely happened: Your e-Collect application was unfortunately not accepted by EPS/MetaBank due to increased consumer identity protection measures implemented by banks while processing tax refunds. Those who got direct deposits for their. Once your physical Credit Karma Visa Debit Card arrives and is activated, you can withdraw cash at more than 55,000 fee-free ATMs nationwide. Most offices are independently owned and operated. endobj Here is a list of the 50 most common banks that routingtool.com customers look up: - Wells Fargo Bank. Your federal refund was not $500 or more. When your physical debit card arrives in the mail, youll need to activate it and can spend the money at any store Visa is accepted. About us | Privacy policy | A Green Dot Company NMLS ID 914924 | Santa Barbara Tax Products Group, 2023 | Privacy policy | A Green Dot Company NMLS ID 914924 . <> So I received this in the mail today sent to my old address. All <> endobj Additional requirements: You must (a) e-file your federal tax return with TurboTax and (b) open a Credit Karma Money Spend (checking) account with MVB Bank, Inc., Member FDIC. /CropBox [0 0 792.0 612.0] Personal Check. Step 1 - Bank Info The Refund Advantage Bank Info section stores your personal banking account information (the bank account where your preparation fees will be deposited), your office setup information, your filing experience, return volume information, security question and ERO agreement. If Advance & AL/NE, 19. Only if you are part of a service bureau should you proceed: Ask questions, get answers, and join our large community of Intuit Accountants users. Loans in the amounts of 25%, 50% or 75% of your expected tax refund have an APR of 36.0% with a minimum loan of $1,250. To view your e-statements (after registration): As a paperless organization, we encourage our customers to sign up for free electronic statements (e-statements). Weve seen it all and will help you through it all. 61 0 obj Advisors, Click the Sign In button in the top right corner. Available to new clients. Once you receive confirmation that your federal return has been accepted, you'll be able to check your refund status at EPS Tax. When you register for online banking, you will sign an e-disclosure that will automatically set you up to receive e-statements. Try Refund Advances. /Contents 12 0 R If your firm is not part of a service bureau this section would not apply to your company. For questions about Economic Impact (Stimulus) Payments: Get My Payment (GMP) on the IRS.gov website, irs.gov/EIP for general questions on Economic Impact Payments, https://www.irs.gov/coronavirus/second-eip-faqs for frequently asked questions. 0% APR and $0 loan fees. Loan repayment is deducted from your federal tax refund and reduces the subsequent refund amount paid directly to you. are not deposits, obligations of or guaranteed by Axos Bank, are not I provided the wrong account number on my tax return for my refund. endobj /Contents 36 0 R Qualifying clients just have to provide Jackson Hewitt with a W-2 form, or other equivalent tax documents, to file their return and receive the remainder of the advance. endobj Credit Karma Visa Debit Card issued by MVB Bank, Inc., Member FDIC, pursuant to a license from Visa U.S.A. Inc. Visa terms and conditions apply. %&'()*456789:CDEFGHIJSTUVWXYZcdefghijstuvwxyz Funds loaded onto card within an hour and direct deposit next business day. Refund Advantage offers generous incentives with powerful revenue opportunities. If you receive the Earned Income Tax Credit (EITC) or the Additional Child Tax Credit (ACTC) due to changes in the tax code in 2017, your IRS refund will be delayed until at least February 15. In order for your client to use Pay-by-Refund, the following steps must be completed before the return is electronically filed. (25%, 50%, or 75% of an anticipated refund between $250 and $6,000). Your Clients Will LoveRefund Advances. To update your account information, contact an H&R Block agent at (800) HRBLOCK or (800) 472-5625.The H&R Block agent will ensure you receive your refund in a timely manner. Any questions about EIP (stimulus) payments for individuals should be directed to the IRS. Not all consumers will qualify for a loan or for the maximum loan amount. Refund Advantage Home - Refund Advantage endobj endobj &u'j6;%E/jJXv(bQ~aN.8.R/,}*J*:|gbu.(. Where's My Refundo? SAMPLE PERSON Address City, State ZIP Phone METABANK NATIONAL ASSOCIATION ACH ONLY NOT FOR FEDWIRE SIOUX FALLS, SD 0000 03/02/2023 A091409869A 0000000000C 0000. /CropBox [0 0 792.0 612.0] Complete the client's tax return and clear any error messages. refund proceeds through Refund Advantage. investment risk including possible loss of the principal invested. HOUSTON As of Wednesday, the federal government said 80 million Americans will have received their stimulus payments deposited in their bank accounts. Leverage archives of eye-catching designs and engaging videos made to enhance your social media presence and promote your services with ease, Heres what many tax pros are saying about Refundo, Refundo is efficient, powerful and easy to use. /Contents 60 0 R <> I am not sure if it is a scam and I am hesitant to send them my ssn and identification. The debit cards, formally called EIP Cards, will . Republic Bank. Paying with your federal refund is not required for the Refund Advance loan. To verify a Republic Bank issued check, please enter the required information below. 65 0 obj A separate letter can be created outside of ProSeries to provide to your client about the bank product. Send out professionally-written text and email marketingcampaigns designed to convert potential clients to paying ones. immediately use your, TurboTax Online: Important Details about Free Filing for Simple Tax Returns, See accounts through Axos Bank brands are FDIC insured through Axos Bank. Z 23 0 R Some taxpayers also may continue to experience more general delays in receiving their refund, due to the Protecting Americans from Tax Hikes (PATH) Act. With an e-statement, you can track your transaction history, statements, and check images for up to 2 years at no cost. To easily view rejection details for a bank application, we have provided details in the Pay-by-Refund HomeBase View. ] /Count 14 >> We know how important the no fee Refund Advance can be for hard-working Americans especially at this time of year and for those who have struggled to obtain credit or maintain credit in the past and we work hard to partner with companies to provide innovative products and solutions that work for them.. webcheckverification - Santa Barbara Tax Products Group endobj This loan is called a refund advance loan (RAL). To reach an H&R Block agent, call (800) HRBLOCK or (800) 472-5625. If you qualify, youll be notified by email. You wont have to do anything! 48 0 obj Loans in the amounts of 25%, 50% or 75% of your expected tax refund have an APR of 36.0% with a minimum loan of $1,250. EPS Home endobj endobj Check verification for check cashing institutions . 6 0 obj YOU MAY FIND MORE INFORMATION ABOUT OUR FIRM ON FINRAS BROKERCHECK. Taxpayers must provide proper identification to their tax preparer in order to apply for a Refund Transfer and/or Easy Advance. This means you can bank at home, your office, or around the world using your mobile device. $4%&'()*56789:CDEFGHIJSTUVWXYZcdefghijstuvwxyz ? While on the Service Bureau Options screen press and hold down the. >> 94 *Free withdrawals available at ATMs in the Allpoint network. 96 Refund Advantage Refund Advantage website: refund-advantage.com Phone Numbers Tax Professional Support Live Support: 800.967.4934 24-hour Fax Support: 877.559.0558 Taxpayer Support Online Assistance: taxpayerinfo.com Live Support: 866.876.6648 Check Verification Online Assistance: verifytaxcheck.com Live Support: 800.618.6264 Pricing They have all the tools we need to grow our tax business.. Metabank direct deposit questioned after stimulus doesn't show - KHOU *Card issued by MVB Bank, Inc., Member FDIC pursuant to a license from Visa U.S.A. Inc.; Visa terms and conditions apply. Pathward's Commitment to You. Finally, you can check the status of your return electronically on the IRSs website at https://www.irs.gov/Refunds. /CropBox [0 0 792.0 612.0] For questions about Economic Impact (Stimulus) Payments: Get My Payment (GMP) on the IRS.gov website irs.gov/EIP for general questions on Economic Impact Payments When filed electronically (e-file), the IRS issues most tax refunds within 21 days. endobj endobj Using Refund Advantage Pay-by-Refund with ProSeries - Intuit 31 0 obj The fee is an industry-wide standard across all professional tax preparation software. >> A: Your Card servicer, tax preparer and Pathward are unable to make updates or changes to the method of disbursement and banking information already on file with the IRS. xe!0b5,q? MyEPSTax Your EPS Tax Refund Status - MyEPSTax 53 0 obj This is a short-term loan, usually for less than one month or until the IRS sends your full refund to the tax preparer. & Advisory services are offered by Axos Invest, Inc., an investment adviser Z 36 0 obj Fees may apply for ATM transactions outside this network. Securities and other non-deposit investment products and services S-tZe3oOn)~endstream >> The IRS issues most refunds within 21 days however it's possible the tax return may require additional review and could take longer. Some of these products may offer free e-filing. ProSeries will now download the most current status from the Intuit Electronic Filing Server. Fund more loans with our unique underwriting experience. Republic Bank & Trust Company issues Refund Transfer checks and Easy Advance checks to taxpayers through its Tax Refund Solutions Program. How much will I be getting? /CropBox [0 0 792.0 612.0] If you are not the financial institution who is cashing this check, do not continue. Treasury checks that are older than 13-months old will not be available in this application. Security Certification of the TurboTax Online application has been performed by C-Level Security. Send out professionally-written text and email marketing. 5 0 obj >> Republic Bank Independent tax offices choose to enroll in our programs-Refund transfer, no-cost taxpayer refund advance loan, tax office loan, rebates for EROs, loyalty program, best tax prep software, as well as low cost credit and debit card processing designed specifically for the tax industry are some of the reasons more than 25,000 independent tax offices choose to enroll in our systems. An H&R Block agent can also identify when you will receive your tax return. >> The amount of the loan will be deducted from tax refunds and reduce the amount that is paid directly to the taxpayer. If approved for an EA, a Finance Charge may apply. Please make any checks payable to yourself (not to Axos Bank). You can call them at (800) HRBLOCK or (800) 472-5625. Q: Am I getting a paper check or an EIP Card? /Contents 5 0 R For example, $2,500 loan representing 50% of expected refund borrowed over 29 day term, total amount payable in a single payment is $2,571.51 including interest. Last 4 digits of SSN: Intuit, QuickBooks, QB, TurboTax, ProConnect, and Mint are registered trademarks of Intuit Inc. This Refund Advance offer expires on February 15, 2023, or the date that available funds have been exhausted, whichever comes first. Ask Tax Pro for details. Click on the QuickZoom button for the Refund Advantage Information Worksheet. prices here, Premier investment & rental property taxes, TurboTax Live Full Service Business Taxes, No ATM fees at 55,000 fee-free locations worldwide**, Get access to your paycheck up to 2 days early with direct deposit***, Limited interest and dividend income reported on a 1099-INT or 1099-DIV, Credits, deductions and income reported on other forms or schedules (for example, income related to crypto investments), Our TurboTax Live Full Service Guarantee means your tax expert will find every dollar you deserve. 3 0 obj Past performance of a security does not guarantee future results or success. As a TurboTax customer, Refund Advance is available to you at no extra cost. Try our fast and streamlined loan process, Wholesale Correspondent Portfolio Lending, Designed to move your business forward. <> Free tax preparation assistance is available from several sources such as the IRS website, which can provide you with tax filing forms if you plan to prepare your own return. What Is MetaBank? IRS Is Mailing Stimulus Check Debit Cards - Money