Tpg advance loan

Enroll with TPG and get more resources to grow your tax practice.

Hello, I'm new to the intuit platform and a new preparer. My client wants a tax advance loan, but I am not sure how to apply for her. I have already enrolled and been approved for bank products through TPG. Would anyone be willing to offer some quick tips? Thank you in advance.

Tpg advance loan

See more here. Pay-by-Refund isn't a loan against the refund. The IRS or state tax agency needs to first release the funds to the bank before the taxpayer will receive their refund. The IRS issues most refunds within 21 days; however it's possible the tax return may require additional review and could take longer. It can take an additional hours to process and for the disbursement records to reach your tax software. Back to Table of Contents. More details can be found in your TPG user manual. The technology fee includes the cost of programming specific Settlement Solution Provider software and communication protocols, as well as mandated security testing. This fee will be taken out of the taxpayer's refund along with the bank fee. The fee is an industry-wide standard across all professional tax preparation software. If you signed up to offer a Refund advance loan the taxpayer can apply a refund advance loan for individual returns.

The amount of the loan and applicable interest will be deducted from tax refunds and tpg advance loan the amount that is paid directly to the taxpayer from the refund. Terms and conditions, features, support, pricing and service options subject to change without notice.

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Tax preparation fees are paid from the refund so there's nothing to pay up-front 1. Secure, fast payment with convenient refund disbursement options. Tax refund is available the same day the IRS issues the automated payment. Once the tax return is prepared and a refund is expected, a Refund Transfer can be used to pay for tax preparation. Whether using a tax professional or doing it yourself, select the pay-by-refund option before your tax return is filed. You'll decide how you want to receive your refund amount too. Once the refund amount is issued to TPG, all associated tax preparation fees are withheld and paid, and the remaining refund amount is issued to the taxpayer. Once the refund amount is issued to TPG, all associated tax preparation fees are withheld and paid, and the remaining funds are issued to the taxpayer. Money can be deposited into a checking or savings account.

Tpg advance loan

As excitement builds for the start of tax season, make sure you're all set with an advance program that you can trust. This can keep your loan losses down, helping you qualify for our advance program next year. Taxpayers can e-file without applying. Fees for other optional products may apply. Loan deducted from tax refunds and reduces amount paid directly to taxpayer. Availability and loan amounts subject to eligibility, underwriting conditions, and locations.

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More details can be found in your TPG user manual. All discussions Previous discussion Next discussion. Offer and terms subject to change at any time without prior notice. The article isn't telling me how to apply for the loan for the client. Check with transmitter for availability. If your client displays Awaiting Authorization and you expect a Ready to Print status or similar , you should first make sure that the client's refund has been issued. Terms and conditions are subject to change without notice. Hello, I'm new to the intuit platform and a new preparer. The process for printing checks in ProSeries has changed. Fees apply to the ERO only with respect to successful collections. You must sign in to vote, reply, or post. Additional Accounting Solutions. Intuit ProSeries Tax.

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For your client to use Pay-by-Refund, the following steps must be completed before the return is electronically filed. Yes No. Fees apply. If your firm isn't part of a service bureau, this section will not apply to your company. George4Tacks Level Sign in for the best experience Ask questions, get answers, and join our large community of Intuit Accountants users. Did you mean:. Here's wishing you many Happy Returns. If you signed up to offer a Refund advance loan the taxpayer can apply a refund advance loan for individual returns. This section only applies to checks for tax year and prior. Pay-by-Refund isn't a loan against the refund.