Sometimes customers do not have the money to pay preparation fees at the time of filing. ABank Product is a payment solution that allows your customers to deduct your fees in addition tothe Bank Product fee, add-on services, and Cash Advance Loan fees directly from their refunds. This is accomplished via a Refund Transfer selected through the software at the time ofprocessing. While Bank Products are offered through mid-October, the Cash Advance Loanprogram typically ends February 28, 2024. Participation in the Bank Product does not guarantee that acustomer will qualify for a cash advance. The bank product fee for this year is $139.95 andincludes the opportunity to do cash advances.
*The marketing fee for the pre-season loan is $75. As returns are funded, the bank will retain aportion of each funding until the total marketing fees are satisfied. The marketing fee will bededucted from preparation fees prior to calculating revenue share.
Audit Defense is support from a tax preparation professional in case a customer’s return isaudited by the IRS. The professional can respond to the inquiries and explore options to sharewith the customers who won’t have to spend time and effort working with the agencies on theirown. The base fee of $24.95 is collected by 1040TaxBiz. You can add $10 to the base fee for acommission 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.
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