What are the fees for filing non-bank products, and how can they be paid?
Filing non-bank products incurs a fee of $25 per return. This fee can be paid from tax preparation fees or through our automated payment link for added convenience.
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What are the fees associated with the banking products you offer?
Our banking partners include Santa Barbara TPG, EPS Financial, Refundo, and Republic Refund. Bank fees for our products range from $20 to $39.99 per bank product, depending on the specific offering.
How are service bureau and transmission fees determined?
Service bureau fees range from $15 to $60, while transmission fees range from $20 to $50, based on the volume of refund transfers from the previous year. There are NO technology fees.
What are the limitations on filing household employees for different membership types?
Memberships that only require PTINs are allowed to file up to 15 household employees . EFIN holders, on the other hand, can file an unlimited number of household employees.
What refund transfer options are available for tax clients?
We offer direct deposit as the sole refund transfer (RT) option. Debit cards are optional, but they are exclusively available through Santa Barbara TPG. This approach helps us maintain security and minimize the risk of fraud and misuse of debit cards ...
Can tax preparers with PTINs offer refund advances to their clients, and what is the limit?
Yes, starting January 2, 2024, tax preparers with PTINs can offer refund advances to their clients, with a maximum limit of up to $7,000.