What is the refund policy for tax memberships and e-courses?
Tax memberships and e-courses are refundable at 50% up until the third day after purchase, at the exact payment time. This policy is in place because digital courses and materials are provided during the enrollment period.
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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.
How can a preparer or business qualify for free tax software memberships?
To qualify for select free tax software memberships, you can provide volume proofs from the previous tax season. If you have 75 or more funded bank products, you can also receive a free partner membership.