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.

37 articles in this collection
Written by Roger Chinchilla, Robert Taylor, and Jesse Arroyave

Your Fees Could Be Delayed

In order to fight identity theft and fraud, the IRS may require additional information as part of the Taxpayer Protection Program.

Written by Jesse Arroyave
Updated over a week ago

How To Install and Use The Extraction Tool with TaxWise®

Refundo provides a detailed guide on How To Install and Use The Extraction Tool with TaxWise® to ensure everything runs smoothly.

Written by Jesse Arroyave
Updated over a week ago

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 $5,500

Written by Jesse Arroyave
Updated over a week ago

Do I need an EFIN to offer Refund Transfers

In order to offer refund transfers, tax professionals need to have an Electronic Filing Identification Number (EFIN) and get IRS approval.

Written by Robert Taylor
Updated over a week ago

How To Install and Use The Extraction Tool with ProSeries®

Refundo provides a detailed guide on How To Install and Use The Extraction Tool with ProSeries® to ensure everything runs smoothly.

Written by Jesse Arroyave
Updated over a week ago

Two-Factor Authentication (2FA)

Two-factor authentication is an additional security layer for your business. It helps address the vulnerabilities of a standard password.

Written by Roger Chinchilla
Updated over a week ago

Banks Refundo is partnered with

Refundo checks can be cased at BB&T, Capital One, and BBVA Compass bank branches nationwide for a low fee. Simply visit nearest bank branch

Written by Robert Taylor
Updated over a week ago

Pre-season advances for EROs

Refundo offers pre-season advance loans to help tax professionals acquire the tools they need to be successful during tax season.

Written by Robert Taylor
Updated over a week ago

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 debt.

Written by Robert Taylor
Updated over a week ago

TaxSlayer User Guide

This TaxSlayer user guide will give you an overview on how to use Refundo with your TaxSlayer Pro Software along with best practices.

Written by Robert Taylor
Updated over a week ago

How do I order supplies

Tax professionals can order supplies right within the Refundo Dashboard. Click the supplies tab on the left hand menu to start ordering!

Written by Robert Taylor
Updated over a week ago

Where do I access the compliance test?

You can locate the compliance test on the home screen within your 2019 Dashboard or by clicking the support tab on the left hand side.

Written by Robert Taylor
Updated over a week ago

Integrated tax software options

Refundo is fully integrated with Drake, Crosslink, OLT, RushTax, and TaxSlayer for a seamless experience to support tax professionals.

Written by Robert Taylor
Updated over a week ago

Hours of Operation for 2020

Hours of operation

Written by Robert Taylor
Updated over a week ago

Enrollment

Crosslink enrollment guide

Refundo's Crosslink enrollment guide shows you how to choose Refundo as your bank product provider for tax season.

Written by Robert Taylor
Updated over a week ago

Drake enrollment guide

Refundo's Drake enrollment guide shows the process by which you choose Refundo as your bank product provider for tax season.

Written by Robert Taylor
Updated over a week ago

OLT enrollment guide

Refundo's OLT enrollment guide shows the process by which you choose Refundo as your bank product provider for tax season.

Written by Roger Chinchilla
Updated over a week ago

TaxSlayer enrollment guide

Refundo's TaxSlayer enrollment guide shows the process by which you choose Refundo as your bank product provider for tax season.

Written by Robert Taylor
Updated over a week ago

RushTax enrollment guide

Learn how to enroll with RushTax to offer Refundo bank products. The process is seamless, fast, easy to follow, and set-up.

Written by Roger Chinchilla
Updated over a week ago

Refundo Dashboard

Supported Browsers: Chrome & Firefox

Refundo supports Google Chrome and Mozilla Firefox. We strongly recommend that our clients use one of these supported web browsers.

Written by Roger Chinchilla
Updated over a week ago

How to reprint a check

This article explains how to reprint checks and what to do when you have reached your maximum reprint attempts.

Written by Roger Chinchilla
Updated over a week ago

How to generate reports

Refundo provides information on a variety of reports within the Dashboard to help tax professionals make smart decisions for their business.

Written by Roger Chinchilla
Updated over a week ago

How To Create New Users

Tax Pros can create and manage users in the Dashboard very easily. Simply click the users tab on the left hand menu to get started.

Written by Robert Taylor
Updated over a week ago

How To Print Taxpayer Forms

Generating the consent and disclosure forms are an important part of the bank app process, so we've outlined the steps to do it properly.

Written by Robert Taylor
Updated over a week ago

How to navigate the Dashboard

Quick shortcuts can be found on the left-hand side of the Refundo Dashboard, so that you can navigate with ease and work efficiently.

Written by Robert Taylor
Updated over a week ago

How to create a manual bank application

Refundo describes the steps to create a manual bank application. This only works for EROs who are using non-integrated software provider.

Written by Robert Taylor
Updated over a week ago

Checks

Unable to reprint a check

Refundo explains different situations in which a check is unable to be reprinted, and steps to take in order to resolve the issue.

Written by Roger Chinchilla
Updated over a week ago

How to print a check

Refundo explains the process by which tax professionals print a check. Follow the steps to ensure you are doing it properly.

Written by Roger Chinchilla
Updated over a week ago

Lost or stolen check procedure

If a customer loses, misplaces or their check was stolen prior to being signed, the Check Replacement form should be completed.

Written by Roger Chinchilla
Updated over a week ago

Reprint a check

Refundo provides the steps on how to quickly and easily reprint a check on the Dashboard. If you do have questions, contact customer support

Written by Robert Taylor
Updated over a week ago

Printer Setup

Setting up your printer properly is important, so that you can print customer checks. Follow the steps to make sure your printer works right

Written by Robert Taylor
Updated over a week ago

Frequently Asked Questions (FAQs)

Disbursement options: check, debit card or direct deposit

Refundo offers taxpayers check or direct deposit as ways to receive their refund, and the process by which each option works.

Written by Roger Chinchilla
Updated over a week ago

I Forgot My Password - How do I reset it?

Refundo provides instructions on how to reset your password securely. The process is simple, safe, and very quick to complete.

Written by Robert Taylor
Updated over a week ago

Post Season Procedures

From document retention to unused check stock, here are some post season tips and best practices to ensure everything is in order.

Written by Robert Taylor
Updated over a week ago

How to process credit card payments in your tax office

Refundo allows tax professionals to process credit card payments in their tax office. Follow the steps to start processing payments today!

Written by Robert Taylor
Updated over a week ago

Tax prep fees - When will I receive them?

Once Refundo receives your customers refund, the customers refund and your fees will be made available on the IRS effective date.

Written by Roger Chinchilla
Updated over a week ago

Reports

Reports - Descriptions

Refundo's reports section provides detailed information regarding your office performance and how to best improve it throughout tax season.

Written by Robert Taylor
Updated over a week ago