To apply for a Republic Bank Product  Regular RT  Prefund and RT-Lite Advances To generate a bank application in a return KB 345: How to add a 'bank product' (RAC) to a tax return. IMPORTANT: The application is not meant to be... Read More

To apply for a Santa Barbara (TPG) bank product  Regular RT  Prefund Advance Options If you are primarily interested in Disbursement Options for the Prefund advance and the Regular RT options KB 347: SB-TPG Disbursement Options Fo... Read More

Symptoms There is no check box to enable "Client Pass-Through Account Information" to be available for the Direct Deposit disbursement option on a bank application. ’Client-Pass-Through Account Information" Not Available ’ Cause Th... Read More

Most check issues can be solved using the Reprint option. Voiding a check is used in the MOST extreme cases.   For circumstances where you do not have control of a check, and you require a reprint, it is necessary to Void the check.... Read More

This process should happen automatically when selecting the Make PRIMARY within the EMP tool Manage EFINs/Bank Application. Navigate to the correct account (UID/EFIN)  Select the View/Edit Enrollment hyperlink  (Hamburger stack) OR Use the ... Read More

Unable to Remove Bank Application Changing the Refund Type on the 8879 from 5 to 1 should remove the bank application, but it will not if there's a state RT present on the return. Also if the bank app was already accepted then it will not be abl... Read More

 Go to www.irs.gov and click on Tax Pros at the top corner of the page.  Click on Access e-Services in the center of the page.  Click on E-file Provider Services.        Click on Access e-file Application in the center ... Read More

QUESTIONS PERTAINING TO SETTING UP MY WALLET... Read More

Here you will find a list of Knowledge Base Articles that are tax phase specific. Description Suggested Article Phase TIME For CHANGE Software System Requirements All Season Oct-April E-Filing Prior Year Tax Returns All Season Oct-April E... Read More

TERMS OF SERVICE FOR ONLINE TAX PREPARATION SERVICES - TAX YEAR 2021 BY CLICKING THE "ACCEPT" BUTTON OR ACCESSING OR USING THE SERVICES, YOU ARE ENTERING INTO AND AGREEING TO BE BOUND BY THE TERMS OF THIS AGREEMENT. IF YOU DO NOT AGREE TO THE TE... Read More

The business extension Form 7004 requires some minimal entries for transmission. EIN Business Name Officer/Partner Name Address Information Click Add Form button. In the All Forms & Worksheets list, locate Form 7004 and ... Read More

When using a bank product to process a taxpayer’s refund, the taxpayer can choose to receive a check, have the refund direct deposited into their account, or have the refund loaded onto a bank cash card.Three card options are available in the... Read More

Each Bank Partner offers a version of an Advance Product, which allows a client to obtain funds in advance of receiving their tax refund. You may find below important information one would need to know in relation to applying for an Easy... Read More

Incorrect Bank Information   If a refund has incorrect bank information, such as account # or bank routing #, and the IRS has ACKNOWLEDGED that Direct Deposit return, responsive action will be taken in the re-routing of the funds as in... Read More

Moving EFIN  Information   Step 1: Back up files on up-to-date the program 1. In the program, go to Utility>Updates and click the Create Disk(ette) Tab. 2. Select the EFIN check box (and any other updates to transfer), click Browse to sele... Read More

Configuring the program to print two copies of the bank application   The following provided steps are shown to configure the program to have two copies of the bank application printed: Log into the program as a user with administrator privilege... Read More

To view the status of a bank application in the software, the following steps are provided: From the "Work In Progress"(WIP) screen, click on the Quick button. The Query Return Status window opens. Enter the desired Last Name or SSNÂ... Read More

Invalid ID Issued   An invalid ID issued on the bank application is due to the Issued Date appearing after the date the 8879 had been created. Therefore, to resolve this occurrence, delete the current 8879 and add a new one, or change ... Read More

The steps in this article only apply if the EFIN in the software has an approved RAC record from the bank the EFIN is enrolled with.  From Form 8879: Choose Option 5 for the Refund Type. Verify that the EFIN has an approval record from the ... Read More

Resending a Bank Product Application... Read More

Printing bank documents for a return Open a tax return to be printed. From the top menu, select Print Select Bank Documents. Select Next if there are verify errors.  'FATAL errors' will need to be corrected before print is allow... Read More

Symptoms This error occurs when there is a mismatch in the Prep Fees shown on the Invoice versus the Prep Fees shown on the Bank App.    'Calculated Prep fee from the Invoice doesn't match the bank app' Cause This occu... Read More

Removing a Bank Application The following short steps provide how to remove a bank application from a return: Open the return that needs the bank application removed Navigate to Form 8879. Under "Refund Type," change the choice from a 5 ... Read More

The bank application status can be viewed under the Financial Product section of the Information and Status screen within the Client Tax Return. The first field in this section, labeled "Bank Rsp:" (Bank Response) will indicate the status of... Read More

Republic Bank offers three Disbursement Options for their regular RT (Refund Transfer) as well as their Easy Advance option.Specifications Regarding to the regular RT, all four options may be used. Should the Advance option be selected, the... Read More

Symptoms In printing a final/complete tax return, the bank application does not print along with it. Cause The printer setup hasn't been defined to print bank apps with final print projects. Resolution 1 Add Bank Applications to ALL print pro... Read More

Symptoms Unable to add a bank application to a tax return in spite of an approved EFIN. 'RT/ERC request but no Bank Application attached' or 'Invalid RAC Bank Selected - Change System Setup' Resolution I See KB 716 How to r... Read More

Contact Republic Bank at (866) 491-1040 to obtain the RBIN/Republic Bank ID Code. These codes are distributed by Republic Bank at the completion of the banks compliance requirement. ... Read More

Symptoms When verifying a tax return, the following error message appears: 'RT/ERC Requested – Bank Info Must Match Fed Values' Cause The most common cause is attempting to do a State RAC when the Federal Return is balance du... Read More

Check Authorization https://www.republictaxpayer.com/The following will need to be obtained to get access details about the Tax Payers bank product. Tax Payer SSN Date of Birth Refund Amount Filing Status Resetting Authorization If a Republic ... Read More

Symptoms ... Read More

Symptoms Verify message, "Print Bank Documents before Printing Final Tax Return". ’Print Bank Documents before Printing Final Tax Return’ Cause The return has been changed since the last time the bank documents were signed.  Resolutio... Read More

Symptoms The following verify error appear when applying for a refund advance bank application "Refund less Fees too small for RT/ERC" "Refund amount does NOT qualify for Advance" Cause The field Selected Packages exists at the beginning of the Truth... Read More

Activating Checks... Read More

Check Authorization https://taxpayer.sbtpg.com/loginThe following will need to be obtained to get access details about the Tax Payers bank product. Tax Payer SSN Refund Amount Filing Status Reissue a TPG Check  If a check from TPG has been ... Read More

Description of authorization codes inside the advanced section for an EFIN  Database > EF Originator > EFIN/Edit > Advanced... EFIN Product Authorization codes by bank: TPG - Will only have one of the followingT/D - EFIN is still in... Read More

How to Create an Extended Report for Bank Products with Check Print Dates  Select Lookup from the Work in Progress (WIP) screen Select Extended to bring up the report creation window. Using the screenprint below select the following Available Di... Read More

Symptoms Verify error prevents transmission of return. ’Age Requirements Not Met for RT/ERC’     Cause That Taxpayer is not eligible to get RT (Bank Products) TPG/SBTPG Santa Barbara Bank Alabama min age 19 Nebraska min age 1... Read More

Symptoms During the verification of a return, the following fatal error populates preventing queueing of the return. Verify Error: 'ID Issuance Date Invalid'      Cause The bank application was created prior to the issuance... Read More

Many banks require compliance/bank training as part of their enrollment process. An email will be sent from the bank after enrollment has been completed. If not found, contact the bank to resend. (Confirm the email did not get sent to the spam or... Read More

When the preparer enters Refund Type 5 on Form 8879 The preparer has chosen Refund Type 5 for a bank product; this means the fees for preparation will be taken from the IRS funded return. How does the IRS or the Bank know how to route that refund?? ... Read More

When attempting to print a check the partner is presented with the following error: Symptoms: ’Error Message: "Stale Check Voided by the bank, Please contact the issuing bank"’ Cause: The check is stale, voided or the ERO waited too long... Read More

Listed below is the contact info for all partnering banks available to choose during enrollment. Important Note: Notify a lead if the partner advises they bank with Refundo. Santa Barbara Tax Products Group (TPG) Tax Pro Support: (800) 779-7228Tax... Read More

Follow the instructions below to successfully activate checks using 1040 Online: Click Office Settings. Click Checks. Click Activate Check. Complete the required information for your desired bank provider. Click Add. Read More

Symptoms When verifying fatal error displays:  ’Invalid RT/ERC Account Number -  Check Setup Options’ Cause The deposit information on the Form 8879 has been altered. This can happen due to a SSN change or by the ERO tryin... Read More

Follow the steps below to ALWAYS print the bank document with the final return. Login to the 1040 Online Program with credentials that allow access to Office Settings. Click on Office Settings from the left menu. Navigate to Extended Setup sectio... Read More

Before this process can begin the end user must have attempted to e-file the return sending the bank application to the appropriate bank.An IRS rejection is required to paper file an RT or the following error will occur. Important Note: This function... Read More

Pushing the Billing into returns is required when there is a change with the billing or bank data. From within the return. Navigate to the upper right return profile dropdown. Select Reload Billing. Verify the desired changes have occurred in the In... Read More

Symptoms: When submitting bank application for TPG or Republic the following error occurs. ’Bank application was not created.’ Cause: Questions regarding the Business Structure not answered correctly within the bank application. Resolut... Read More

Symptoms When submitting remote request or queue return for efile without bank product. ’Wallet temporarily disabled due to unpaid wallet invoices &/or insufficient funds.’   FIRST before asking for assistance VERIFY the  wal... Read More