State Refund... Read More

  The IRS has discontinued the e-file Refund Cycle Chart. Starting with tax year 2012, most refunds are expected to be issued in less than 21 days. Even though the IRS issues most refunds in less than 21 days, it is possible a tax return ma... Read More

Publication 972: https://www.irs.gov/publications/p972 (Check here for updated information)... Read More

Additional Child Tax Credit... Read More

Form 8867 - Earned Income Credit  Paid preparers of Federal Income Tax Returns or claims for refund involving the Earned Income Tax Credit (EITC) must not only ask all the questions required on Form 8867, but must meet the due diligence requi... Read More

TPG-Provided Website Resources https://www.sbtpg.com/tax-pro-home#    -PRIOR YEAR INFORMATION - Data below maybe outdated or not available-The very informational and comprehensive lists of links provided in the following sections are available... Read More

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

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

 Form 8379 is used when overpayment is applied to past-due financial obligations rather than refunded to the taxpayer on a MFJ.   Form 8379 You may be an injured spouse if you file a joint tax return and all or part of your portion of ... 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

Third Party Designee... Read More

This article links the IRS requested process for filers that submitted a "simple" return but actually had income or additional data to declare.    Amended EIP Return  https://www.irs.gov/newsroom/amended-eip-return Taxpayers who used the Non... Read More

Today's Appointments This function allows you to view a calendar with the current day highlighted, schedule appointments, and view those appointments in both a list fashion by day and on the calendar. From the WIP, under Other Items, click Today... Read More

Access Levels can be found under Logins within the Account Settings or Office Settings Sections of the 1040 Online Software.  Possible Accesses Available Not all accesses are available to all account levels ALL Accesses ... 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

Wallet Set-Up, Vaulting & Reloading Reference Guide EFIN/Office Level Office owners can manage their wallet by accessing it within the Profile Menu in the online software. Accessing Office Wallet Login to Online with Office Owner login   Cl... 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

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

The "Status with Prep Fees" report   To generate the "Status with Prep Fees" report, the following steps are provided: Log into the program as a user with administrator rights. From the top menu, select Reports->Status Reports->Status wi... Read More

Using the Tax Estimator within the 1040 Software  The program can estimate the taxpayer’s potential refund or taxes owed by using the tax estimator's steps of procedure that are provided below: From within a tax return, Select Return f... Read More

The Status by Creation Date report   The following steps to generate a Satus by Creation Date report are provided below:   1. Log into the program as a user with administrator rights. 2. From the top menu, select Reports->Status Reports->... 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

The "IRS Acknowledgement" report   The following steps to generate the IRS Acknowledgement report are provided below:   1. Log into the program as a user with administrator rights. 2. From the top menu, select Reports->IRS ACKs->IRS and S... Read More

The "No Fee Payment by Receipt" report   The following steps to generate the No Fee Payment by Receipt report are provided below:   1. Log into the program as a user with administrator rights. 2. From the top menu, select Reports->Fee Paymen... Read More

Follow Ref Adv PDF to Printing a Check TaxYear2022 Link to RA Check Print Guide.pdf Read More

The Status by Modification Date report   The following steps to generate the Status by Modification Date report are provided below:   1. Log into the program as a user with administrator rights. 2. From the top menu, select Reports->Status R... 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

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

Refer to " Where’s My Refund? " for Refund Status of a tax return from the IRS website. SSN/ITIN, Filing status and Refund Amount are required for lookup.  Browse to the following IRS website:  Where's My Refund In the Tax Yea... Read More

Disbursement options for a Refund Advantage Bank product   Cashiers Check:  This option will allow the ERO to print the check once it is published by the bank. ​ Direct Deposit: This information is collected from the taxpay... 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

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 While printing a check, the following error message appears:  ’Invalid Check Number’ Cause The starting or ending check number that was entered in the program is incorrect or missing. The check inventory must be added with val... 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

To Reissue a Refund Advantage Check If a Refund Advantage check has been authorized but not cashed, the check would need to be reissued and reprinted to have the authorization reset. Request a Check Reissue Form from Refund Advantage ... Read More

To Print a Check To print checks, Adobe Acrobat will need to be installed on the computer. Verify Adobe Acrobat Reader is installed or download a free copy from the Adobe’s website before proceeding. Log in to your account at www.refund-advanta... 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

Use the following article to reprint a check that was previously marked as “printed”.  Select the “search” box, enter in the desired search criteria, then click the “search” button. Once the checks appear, clic... 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

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

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

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

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

Symptoms Fatal Verify Error’ IRS Direct Deposit Reject Cd 44 - See Details’     Cause Refund over 10kNo Total Tax calculations are present on Line 24 of the 1040 return.Line 2 of the W2 is over 10k Link displayed in Veri... 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

“Simple” Returns – What are They and What You Need to Do to Complete Them... Read More

The Recovery Rebate Credit is authorized by the Coronavirus Aid, Relief, and Economic Security (CARES) Act.More details about the Recovery Rebate Credit are available here at IRS.gov.... 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