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 $139.95, 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.


Audit Defense


Audit Defense is support from a tax preparation professional in case a customer’s return is
audited by the IRS. The professional can respond to the inquiries and explore options to share
with the customers who won’t have to spend time and effort working with the agencies on their
own. The base fee of $24.95 is collected by 1040TaxBiz. You can add $10 to the base fee for a
commission for yourself. Neither the base fee nor the commission are subject to revenue share.
Choose the amount of commission you would like to add to the base fee of the Audit Defense.

By signing below, I agree to all of the pricing, terms and conditions as listed above.

Leave this empty:

Signature arrow sign here


Signature Certificate
Document name: BPAE Pro
lock iconUnique Document ID: b9ededdd77e6c154a943b1449cf928c63f9933a4
Timestamp Audit
May 16, 2024 4:44 pm EDTBPAE Pro Uploaded by Brian Warden - brian@1040taxbiz.com IP 204.156.181.53
May 16, 2024 4:46 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 4:46 pm EDTJodi Pollard - Jodi@1040taxbiz.com added by Brian Warden - brian@1040taxbiz.com as a CC'd Recipient Ip: 204.156.181.53