Tpg advance loan

Enroll with TPG and get more resources to grow your tax practice. Download TPG's digital brochure for more details on these products and services:. Refund Transfers are not loans.

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. For your client to use Pay-by-Refund, the following steps must be completed before the return is electronically filed.

You are leaving ProConnect.

.

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.

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.

254 area code

The article isn't telling me how to apply for the loan for the client. In ProSeries, check print authorizations for your client's tax refunds are often received automatically when you submit new electronic returns. The IRS issues most refunds within 21 days; however it's possible the tax return may require additional review and could take longer. 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. Starting in ProSeries reports can now be accessed directly through TPG's web portal, allowing you to access them from any computer. Enroll with TPG and get more resources to grow your tax practice. Starting in tax year , ProSeries Professional and ProSeries Basic no longer have the ability to print checks from within the program. Thank you in advance. Labels ProConnect Tax. Only if you are part of a service bureau should you proceed:. The IRS or state tax agency needs to first release the funds to the bank before the taxpayer will receive their refund. Intuit Lacerte Tax. Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type. I'm afraid that if I send it before I acknowledge that she wants a loan, I won't get the opportunity again.

.

Before you start: Before you can begin e-filing returns containing a Pay-by-Refund bank product, you must have completed your enrollment with TPG. Showing results for. Tax returns may be filed electronically without applying for this loan. Would anyone be willing to offer some quick tips? Offer and terms subject to change at any time without prior notice. Not all consumers will qualify for a loan or for the maximum loan amount. If your firm isn't part of a service bureau, this section will not apply to your company. This fee will be taken out of the taxpayer's refund along with the bank fee. Simply sign in to TPG's taxpayer portal using the information from your client's return. Hello, I'm new to the intuit platform and a new preparer. Sign in for the best experience Ask questions, get answers, and join our large community of Intuit Accountants users. Turn on suggestions. However, I don't see these as options.