Refundo

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

Your Fees Could Be Delayed

For disclosure purposes, your tax software only displays the $500 NOW advance option, but your clients are eligible for up to $5,500

Why do I only see a $500 NOW advance option?

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

Do I need an EFIN to offer Refund Transfers

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

Two-Factor Authentication (2FA)

Banks Refundo is partnered with

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

Pre-season advances for EROs

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.

What does 'TCS TREAS' mean?

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

TaxSlayer User Guide

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

How do I order supplies

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.

Where do I access the compliance test?

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

Integrated tax software options

Robert Taylor

Roger Chinchilla

Jesse Arroyave

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.

ERO Support

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

Crosslink enrollment guide

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

Drake enrollment guide

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

OLT enrollment guide

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

TaxSlayer enrollment guide

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

RushTax enrollment guide

Enrollment

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

Supported Browsers: Chrome & Firefox

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

How to reprint a check

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

How to generate reports

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.

How To Create New Users

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.

How To Print Taxpayer Forms

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

How to navigate the Dashboard

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

How to create a manual bank application

Refundo Dashboard

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

Unable to reprint a check

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

How to print a check

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

Lost or stolen check procedure

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

Reprint a check

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

Printer Setup

Checks

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

Disbursement options: check, debit card or direct deposit

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

I Forgot My Password - How do I reset it?

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

Post Season Procedures

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

How to process credit card payments in your tax office

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

Tax prep fees - When will I receive them?

Frequently Asked Questions (FAQs)

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

Enrollment

Refundo Dashboard

Checks

Frequently Asked Questions (FAQs)

Reports