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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 DelayedIn 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 $5,500
Do I need an EFIN to offer Refund TransfersIn order to offer refund transfers, tax professionals need to have an Electronic Filing Identification Number (EFIN) and get IRS approval.
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 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 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 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 2019 Dashboard or by clicking the support tab on the left hand side.
Integrated tax software optionsRefundo is fully integrated with Drake, Crosslink, OLT, RushTax, and TaxSlayer for a seamless experience to support tax professionals.
PTIN Pay SetupHow to set up PTIN Pay
Fee Assist Program
Prior Year Enrollment Linksurl for prior years
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.
OLT enrollment guideRefundo's OLT 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.
Supported Browsers: Chrome & FirefoxRefundo supports Google Chrome and Mozilla Firefox. We strongly recommend that our clients use one of these supported web browsers.
How to reprint a checkThis article explains how to reprint checks and what to do when you have reached your maximum reprint attempts.
How to generate reportsRefundo provides information on a variety of reports within the Dashboard to help tax professionals make smart decisions for their business.
How To Create New UsersTax 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 Print Taxpayer FormsGenerating 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 navigate the DashboardQuick 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 create a manual bank applicationRefundo describes the steps to create a manual bank application. This only works for EROs who are using non-integrated software provider.
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.
How to print a checkRefundo explains the process by which tax professionals print a check. Follow the steps to ensure you are doing it properly.
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
Printer SetupSetting up your printer properly is important, so that you can print customer checks. Follow the steps to make sure your printer works right
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.
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.
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?Once Refundo receives your customers refund, the customers refund and your fees will be made available on the IRS effective date.