insured by the FDIC or any governmental agency, and are subject to Refund Advantage Home - Refund Advantage What are your office hours and branch availability? All you need is internet access and this information: Your Social Security numbers. I thought nothing of it and assumed they just forgot, but normally those were emailed and the dates line up when I left that job. E\i\ To view your e-statements (after registration): As a paperless organization, we encourage our customers to sign up for free electronic statements (e-statements). webcheckverification - Santa Barbara Tax Products Group /Contents 84 0 R This amount is based on your federal refund amount, personal info, tax info, and any third-party data we may consider. 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. 41 0 R Also, well share the information that identifies you (i.e. stream Check Cashing Disburse your client's refund by printing a secure check* from your office that they can pick up at their convenience and then cash at one of 10,000 locations nationwide. With all the unknowns in the tax preparation industry, Refund Advantage is prepared for industry fluctuations and gives you access to money when you need it most, starting in OCTOBER! Refund Advance is available in amounts of $250, $500, $750, $1,000, $1,500, $2,000, $2,500, $3,000, $3,500, and $4,000. 60 0 obj The bank will take the initial deposit back in anywhere from a week to a month, and any money you sent to the scammer will come out of your own personal funds. Through Pathward's two divisions, Banking as a Service and Commercial Finance, we power our partners and customers to deliver . The IRS still needs to review and process your return, so you could be responsible for RAL fees and other charges even if your refund is smaller than expected. The amount of the loan will be deducted from tax refunds and reduce the amount that is paid directly to the taxpayer. I googled and some people were saying its a scam and some saying its not. 55 0 obj endobj <> Your Clients Will LoveRefund Advances. 97 accepts your return. \R WtIz()Bz`4)BllI*+S ' [@Ec%HLSK\TLRbQ\R1S sIPNtxR=[GpdhQv+HZ2Qu(LQ\Q J)b v Your federal refund was not $500 or more. Republic Bank & Trust Company issues Refund Transfer checks and Easy Advance checks to taxpayers through its Tax Refund Solutions Program. Leverage your own website or app so your clients can gather all their tax information into our easy-to-use dashboard. 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. This verification will void the check if done by someone other than a check cashing merchant or financial institution. Available for a limited time. * Product Information and Offer Disclosures. Check verification for check cashing institutions . Send out professionally-written text and email marketing campaigns designed to convert potential clients to paying ones. How much will I be getting? 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 . Can you verify the check? You also can wait for the Internal Revenue Service to mail you a tax refund check. This option is NOT for taxpayers or EROs! HOUSTON As of Wednesday, the federal government said 80 million Americans will have received their stimulus payments deposited in their bank accounts. It's also how you'll compete with larger tax businesses. Explore guides to help you plan for big financial goals, By Opening a Credit Karma Money Spend (checking) account is subject to identity verification. Lets find a tax preparation office for you. Separate fees may apply if you choose to pay for TurboTax with your federal refund. Keep your hard-earned money in your wallet and benefit from safe, secure financial growth with our leading interest rates. About Jackson Hewitt Tax Service Inc.Jackson Hewitt Tax Service Inc. is an innovator in the tax industry, with a mission to provide its hard-working clients access to simple, low-cost solutions to manage their taxes and tax refunds. /Contents 18 0 R Z File faster and easier with the free TurboTaxapp. The Refundo Dashboard is 10 years in the making and continuouslygetting better at helping tax pros become more efficient. deposit accounts of the same ownership and/or vesting held at Axos Bank are 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. Where's My Refundo? 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. Refund Disbursements - EPS Tax endobj Subscribe to receive our latest blog posts in your inbox. To verify a Republic Bank issued check, please enter the required information below. endobj Please see Account Terms & Disclosures for more information. If you get a larger refund or smaller tax due from another tax preparer, we'll refund the applicable TurboTax Live Full Service federal and/or state purchase price paid. It is suggested that you change to a different return preparer. Once youre approved for Refund Advance and your funds have been deposited in your checking account with Credit Karma Money, you can start spending right away using your virtual card or mobile wallet where Visa is accepted. Axos Bank offers an array of best-in-class products and services, including online banking, mobile banking, and award-winning checking accounts. free of charge. Tax returns may be filed electronically without applying for this loan. A temporary bank account is set up in your name by the tax preparation provider. You may be offered a refund anticipation check (RAC) or refund transfer by a tax preparer. campaigns designed to convert potential clients to paying ones. At this time of year, many people are thinking about filing their tax returns and about if and when they will receive their refunds. Schedule a demo today and join thousands of professionals who use our tools to grow their tax businesses. 47 0 R stream endobj Pay-by-Refund is not a loan against the refund. 25 0 obj Offering Pre-Season, In-Season, and Software Purchase Assistance. Click on the QuickZoom button for the Refund Advantage Information Worksheet. 71 0 obj To verify a Refund Advantage check, enter the information below: Verification ID: (Eight Digit Number) Last 4 of SSN: (No spaces or dashes. Some firms offer refund advance loans with no fees or interest, but others may charge fees and interest. The IRS issues most refunds within 21 days however it's possible the tax return may require additional review and could take longer. x-1 {x(m|Q*594Sl2lVNj#1cxqAI+bX .JZkfGL74endstream The Refund Program You've Been Looking For! Were open late and on weekends. As a result of the American Rescue Plan Act of 2021," the IRS issued a third round of Economic Impact Payments (EIP) directly to individuals. x+T03T0 A(d^e E\ Those who got direct deposits for their. Loan details and disclosures for the Refund Advance program: If you are receiving a federal refund of $500 or more, you could be eligible for a Refund Advance, a loan provided by First Century Bank, N.A., Member FDIC, not affiliated with MVB Bank, Inc., Member FDIC. Their software is used in over 10,000 locations nationwide and processes over one million refund-transfers a year. endobj 65 0 R /CropBox [0 0 792.0 612.0] Most receive funds within 15 minutes of acceptance. Your expert will only sign and file your return if they believe it's 100% correct and you are getting your best outcome possible. Our all-in-one program gives you all the features, benefits, and revenue opportunities typically enjoyed only by the national chains. /Contents 54 0 R xe+0iDYp U@Zx/#&W]vj'xF%GbaXybnpP*=1+PJD[wI ,endstream 1 0 obj All banks are covered, not just some. Connect With Us. If you have questions about your tax refund, please contact the IRS at (800) Z 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*. Refund Advantage - Drake Software Your physical Credit Karma Visa Debit Card* should arrive in 7 - 14 days. Note the identifying number of the valid ID on the face of the check. Refund Advantage Our All-In-One approach simplifies the tax refund payment process by offering consistently priced Refund Transfers, Refund Advances with no-cost options for the taxpayer, and a no in-season marketing fee option for EROs. )qY7bE 7bK f)qK(;~+HbiDt ])\?a\w:)&(;b4@pa_vVk)DOc'b7mux.5j5IC1ImIb1I. The phone number for check verification is printed on the front of the check: (877) 210-9305. These preparers charge a fee to prepare your taxes and there may be e-filing and other fees. 79 0 obj Availability of the Refund Advance is subject to satisfaction of identity verification, certain security requirements, eligibility criteria, and underwriting standards. /CropBox [0 0 792.0 612.0] In order for your client to use Pay-by-Refund, the following steps must be completed before the return is electronically filed. C )vendstream Clients maypre-qualify onlinein minutes and then visit a participating Jackson Hewitt as early as December 18, with their pay stub or other income documentation, to prepare their taxes and get up to $400. What Is MetaBank? IRS Is Mailing Stimulus Check Debit Cards - Money Your entire federal and state refunds (minus any TurboTax fees) will be loaded into the account as soon as the IRS or state tax authorities distributes your refund (typically within 21 days from IRS acceptance). Available for a limited time. BaaS Commercial Banking as a Service Pathward is a federally registered financial institution that provides solid banking infrastructure, proven technology resource partners and high-energy collaboration to help our third-party partners deliver banking programs that meet their customers' demands. >> 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. If you qualify, youll be notified by email. While on the Service Bureau Options screen press and hold down the. 1997-2023 Intuit, Inc. All rights reserved. refund proceeds through Refund Advantage. 53 0 R Your application for a Refund Advance loan has been denied. /Contents 78 0 R Banking as a Service Commercial Finance Cards and Accounts For assistance with your account or for cardholder issues, including Economic Impact Payments (EIP) cards, please visit our Cards and Accounts page. investment risk including possible loss of the principal invested. endobj Taxpayers who claim the Earned Income Tax Credit (EITC) and/or the Additional Child Tax Credit (ACTC), and file early, might be waiting until mid-February for their refund. You have a tax preparer file your tax return. 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. *IRS accepts returns starting late-Jan. In State Pay-by-Refund Option section check Yes if you would like a state refund transfer to be added to the Pay-by-Refund. 95 Taxpayers must provide proper identification to their tax preparer in order to apply for a Refund Transfer and/or Easy Advance. 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. , Learn more about other resources that are available to you, Climate risk should be considered in housing decisions, Know before you buy (now, pay later) this holiday season, Director Chopras Prepared Remarks to the Financial Literacy and Education Commission, CFPB Releases Online Tool to Help Renters and Landlords Access Federal Assistance, Public Service Loan Forgiveness Demystified, Financial Literacy and Education Commission Public Meeting. Check Your Refund Status Your refund must be released by the IRS first before being disbursed by EPS Tax. 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. >> The third-party lender is First Century Bank, N.A., Member FDIC. Last 4 digits of SSN: Please see Account Terms & Disclosures for more information. stream If Advance & MS, 21. How much does it cost to get paper statements? Another option to file your tax return is to use a commercial tax preparation firm or an individual accountant or tax preparer. 23 0 obj <> /Contents 60 0 R x-1 {x@6>(wLdl,Xwh\KJ+#:bmXlnq.b~h|endstream During new user registration, you will be asked to create a username and password. Taxpayer Advance Loans (in-season)-Clients looking for higher advance amounts $250 to $6000 can apply for interest-bearing loans representing 25%, 50%, and 75% of their expected tax refund. )q@ . /Contents 42 0 R Bank products and services are offered by Axos Bank. We build solutions for markets where individuals and businesses are underserved. The amount of your refund might be reduced due to processing fees, IRS deductions, or IRS errors. Only checks allowed for Puerto Rico, The taxpayer cannot switch to this disbursement method, The MetaTax customer account number is not valid, This account number already has three SSNs assigned to it, If ConsentToUse is set to "O," ConsentToDisclose must also be "O" and vice versa, If ConsentToUse or ConsentToDisclose are set to "O," the software used must be self-prepared, If the return is done using self-prepared software, the disbursement method must be direct deposit or card, The bank account matches information in an ERO record, The refund amount is less than the total fees. To sign up to provide bank products, sign in to the Drake Support website and select Account > Bank Application. The technology fee includes the cost of programming specific Settlement Solution Provider software and communication protocols as well as mandated security testing. <> Using direct deposit for your refund can speed up the processwhether you e-file or mail your return. x+T03T0 A(d^e E\ x+T03T0 A(d^e E\ 97 F Treasury Check Verification System (TCVS) Issue information for U.S. Treasury checks can be verified provided that the financial institution has a valid routing transit number, check number and check amount. All Axos Invest LLC, Axos Invest, Inc., and Axos Bank are separate but affiliated companies. A separate letter can be created outside of ProSeries to provide to your client about the bank product. Personal Check. Send out professionally-written text and email marketing. Available 1/2/23 through 2/19/23. The no fee Refund Advance is an optional tax refund related loan provided by MetaBank (it is not the actual tax refund) at participating locations. We invite you to check your tax refunds delivery date and the status of your return at https://www.irs.gov/Refunds. Once we receive confirmation that your tax return has been accepted by the IRS, we will continue processing your application. If you have any questions, please call 1-866-674-1024. Terms and conditions, features, support, pricing, and service options subject to change without notice. 94 Read more information about SIPC on the SIPC web page. e-Advance - EPS Tax Advisors, Click the Sign In button in the top right corner. Taxpayers can have their tax preparation fees deducted from their tax refund while allowing you as the preparer to maximize their incentive earned. All deposit Applying for Refund Advance will not affect your credit score. How do I update the account information? Business Details This is a multi-location business. Any insight. Pathward Corporate Headquarters 5501 South Broadband Lane Sioux Falls, SD 57108 Plus, with a Credit Karma Money checking account, youll have: Banking services provided by MVB Bank, Inc., Member FDIC. The check limit at Walmart in Connecticut is $6,000 and Florida is $1,999.99 per person per day. You can reach a Customer Service Agent 24/7 except during Thanksgiving and Christmas Day. You had debt enforced by a State such as, but not limited to, child support obligations, past student loans, tax liens, and any other payments owed to a Federal or State agency. If you dont qualify after filing your return, you'll still receive your refund in your checking account with Credit Karma Money. Verify by phone. 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 Once you receive confirmation that your federal return has been accepted, you'll be able to check your refund status at EPS Tax. Currently, check cashing at Walmart is not available in NJ and NY. <> 83 0 obj WMR makes it easy to securely connect directly to the IRS.gov website as well all state websites to check the status of your refund. An Easy Advance (EA) is a loan secured by and paid back with your tax refund and is offered by Republic Bank & Trust Company, Member FDIC, to eligible taxpayers. Treasury Check Verification System - TCVS ProSeries will now download the most current status from the Intuit Electronic Filing Server. When the IRS processes your federal refund, your Refund Advance loan is automatically paid back. PDF Important Disclosures Related to The Refund Disbursement Service Please endobj y\ 1s=#az@%@M7Qp /Contents 24 0 R 18 0 obj ) THB:Z4bX]pqM;G=\SA $Q2j vY4X.