ERO Support
Our support articles answer common questions for tax professionals. From refund transfers to ordering supplies, we want to make sure you have all the information you need.
Your Fees Could Be Delayed in Certain SituationsIn order to fight identity theft and fraud, the IRS may require additional information as part of the Taxpayer Protection Program.
Why do I only see a $500 NOW advance option?For disclosure purposes, your tax software only displays the $500 NOW advance option, but your clients are eligible for up to $9,500
Do I need an EFIN to offer Refund TransfersIn order to offer refund transfer service, tax professionals need to have an Electronic Filing Identification Number (EFIN).
Two-Factor Authentication (2FA)Two-factor authentication is an additional security layer for your business. It helps address the vulnerabilities of a standard password.
Banks Refundo is partnered withRefundo check cashing
Pre-season HERO advances for EROsRefundo offers pre-season advance loans to help tax professionals acquire the tools they need to be successful during tax season.
What does 'TCS TREAS' mean?If your client's refund is less than expected and you see a coinciding TCS TREAS 449 offset, this means the taxpayer may have owed a reported debt.
TaxSlayer User GuideThis TaxSlayer user guide will give you an overview on how to use Refundo with your TaxSlayer Pro Software along with best practices.
How do I order suppliesTax professionals can order supplies right within the 2025 Refundo Dashboard. Click the supplies tab on the left hand menu to start ordering!
Where do I access the compliance test?You can locate the compliance test on the home screen within your 2025 Dashboard or by clicking the support tab on the left hand side.
Integrated tax software optionsRefundo is fully integrated with Drake, Crosslink, OLT, ATS, TRX, FYT, RushTax, and TaxSlayer, providing a seamless experience to support tax professionals.
PTIN Pay SetupHow to set up the PTIN Pay service
Fee Assist ProgramFee Assist
Prior Year Enrollment Linksurl for prior years
CX Hours of Operation- TY 2024Tax Year 2024 CX Hours
ERO Season Readiness ChecklistPreparing for Tax Year 2024- Refundo dashboard 2025
How to verify ERO bank account informationHow do I check my banking information
Setting up 2FAHow to set up 2FA
Why is 2fa a requirement for ERO'sWhy do I have to have 2fa
Crosslink enrollment guideRefundo's Crosslink enrollment guide shows you how to choose Refundo as your bank product provider for tax season.
Drake enrollment guideRefundo's Drake enrollment guide shows the process by which you choose Refundo as your bank product provider for tax season.
TaxSlayer enrollment guideRefundo's TaxSlayer enrollment guide shows the process by which you choose Refundo as your bank product provider for tax season.
RushTax enrollment guideLearn how to enroll with RushTax to offer Refundo bank products. The process is seamless, fast, easy to follow, and set-up.
Unable to reprint a checkRefundo explains different situations in which a check is unable to be reprinted, and steps to take in order to resolve the issue.
Lost or stolen check procedureIf a customer loses, misplaces or their check was stolen prior to being signed, the Check Replacement form should be completed.
Reprint a checkRefundo provides the steps on how to quickly and easily reprint a check on the Dashboard. If you do have questions, contact customer support
How to print a checkcheck printing
Printer SetupHow to set up your printer to print refund checks
Disbursement options: check, debit card or direct depositRefundo offers taxpayers check or direct deposit as ways to receive their refund, and the process by which each option works.
Post Season ProceduresFrom document retention to unused check stock, here are some post season tips and best practices to ensure everything is in order.
How to process credit card payments in your tax officeRefundo allows tax professionals to process credit card payments in their tax office. Follow the steps to start processing payments today.
Tax prep fees - When will I receive them?Tax Prep Fees