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.

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

Tax Year 2019 Renewal Link

2020 Refundo Dashboard Renewal Link
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Written by Robert Taylor
Updated over a week ago

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.
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Written by Jesse Arroyave
Updated over a week ago

Green Checks vs Blue Checks - What's the difference?

Regular RT checks must be printed in green check stock, and NOW Advance checks can only be disbursed on blue Rover City check stock.
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Written by Roger Chinchilla
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.
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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
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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.
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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.
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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.
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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
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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.
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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.
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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.
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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!
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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.
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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.
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Written by Robert Taylor
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.
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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.
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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.
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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.
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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.
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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.
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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.
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Written by Robert Taylor
Updated over a week ago