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Bank Product and Cash Advance Loan Marketing Program


At times, clients may lack the funds to cover preparation fees upon filing. A Bank Product presents a payment solution enabling clients to subtract preparation fees, Bank Product fee, add-on services, and Cash Advance Loan fees directly from their refunds. This process is facilitated through a Refund Transfer selected during software processing. Bank Products are available until mid-October, while the Cash Advance Loan program extends to mid-March. However, using a Bank Product doesn't ensure qualification for a cash advance. The Bank Product fee for this year amounts to $119.95, which encompasses the option for cash advances.


*The marketing fee for the pre-season loan is $75. As returns are funded, the bank will retain a
portion of each funding until the total marketing fees are satisfied. The marketing fee will be
deducted from preparation fees prior to calculating revenue share.


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Signature Certificate
Document name: BPAE Premium
lock iconUnique Document ID: 807eb76d8dbaddaa14c1a1a7c4c7826169666393
Timestamp Audit
May 10, 2023 2:45 pm EDTBPAE Premium Uploaded by Brian Warden - brian@1040taxbiz.com IP 204.156.181.53
May 10, 2023 2:51 pm EDTLisa Martin - lisa@1040taxbiz.com added by Antonio Alford - antonio@1040taxbiz.com as a CC'd Recipient Ip: 96.72.237.110
May 10, 2023 2:51 pm EDTJodi Pollard - jodi@1040taxbiz.com added by Antonio Alford - antonio@1040taxbiz.com as a CC'd Recipient Ip: 96.72.237.110
May 10, 2023 2:53 pm EDTLisa Martin - lisa@1040taxbiz.com added by Antonio Alford - antonio@1040taxbiz.com as a CC'd Recipient Ip: 96.72.237.110
May 10, 2023 2:53 pm EDTJodi Pollard - jodi@1040taxbiz.com added by Antonio Alford - antonio@1040taxbiz.com as a CC'd Recipient Ip: 96.72.237.110
May 16, 2023 2:51 pm EDTLisa Martin - lisa@1040taxbiz.com added by Antonio Alford - antonio@1040taxbiz.com as a CC'd Recipient Ip: 96.72.237.110
May 16, 2023 2:51 pm EDTJodi Pollard - jodi@1040taxbiz.com added by Antonio Alford - antonio@1040taxbiz.com as a CC'd Recipient Ip: 96.72.237.110
May 26, 2023 7:50 pm EDT Document owner antonio@1040taxbiz.com has handed over this document to brian@1040taxbiz.com 2023-05-26 19:50:50 - 96.72.237.110
May 26, 2023 7:50 pm EDTLisa Martin - lisa@1040taxbiz.com added by Brian Warden - brian@1040taxbiz.com as a CC'd Recipient Ip: 96.72.237.110
May 26, 2023 7:50 pm EDTJodi Pollard - jodi@1040taxbiz.com added by Brian Warden - brian@1040taxbiz.com as a CC'd Recipient Ip: 96.72.237.110
May 16, 2024 4:42 pm EDTLisa Martin - lisa@1040taxbiz.com added by Brian Warden - brian@1040taxbiz.com as a CC'd Recipient Ip: 204.156.181.53
May 16, 2024 4:42 pm EDTJodi Pollard - jodi@1040taxbiz.com added by Brian Warden - brian@1040taxbiz.com as a CC'd Recipient Ip: 204.156.181.53
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