Please note: This process only works for EROs who are using a non-integrated software provider. This process does not work for EROs using Crosslink, Drake, OLT, RushTax, or TaxSlayer.
1. Click on the Apps tab from the left-hand menu
2. Click on the "New Bank App" button
3. Enter taxpayer's social security number
4. Once you are in the bank application, complete the form manually.
NOTE: If you are using the desktop tool and your software provider is ProSeries or TaxWise, the information should pre-fill automatically.
5. A few things to note are:
The City and State will auto-fill after you enter the zip.
Make sure you enter a home phone number and a cell phone number even if they are the same. If the customer wants to be notified when his refund is received via text message, be sure to check the box that "Notify customer via text message"
If the customer wants to add audit protection, be sure to check the "Audit Assistance Box".
Choose a disbursement method: Check or Direct Deposit
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If you are offering Pre-Authorized Debits to your customers, enter the amount into the box
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To add a state refund check the box and select the appropriate state. Refundo charges $10 to add the state.
Enter the ID Type and ID # Then Click Save
Important last steps
When you press the save button 2 things happen:
1. Refundo generates a routing and unique account number which both need to be copied to the direct deposit fields into your tax software prior to submitting the return to the IRS. Clicking the green buttons to the right of the routing and account numbers automatically copies it to your clipboard.
2. The bank application disclosure documents are generated for you to print and have your customer sign.
