BPAE


Bank Product and Cash Advance Loan Marketing Program


Sometimes customers do not have the money to pay preparation fees at the time of filing. A
Bank Product is a payment solution that allows your customers to deduct your fees in addition to
the 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 of
processing. While Bank Products are offered through mid-October, the Cash Advance Loan
program typically ends February 28, 2024. Participation in the Bank Product does not guarantee that a
customer will qualify for a cash advance. The bank product fee for this year is $139.95 and
includes the opportunity to do 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.

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Signature Certificate
Document name: BPAE
lock iconUnique Document ID: a94529747011399feadf6cafff580beac0178796
Timestamp Audit
May 10, 2023 2:45 pm GMTBPAE Uploaded by Antonio Alford - antonio@1040taxbiz.com IP 96.72.237.110
May 10, 2023 2:51 pm GMTLisa 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 GMTJodi 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 GMTLisa 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 GMTJodi 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 GMTLisa 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 GMTJodi 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 GMT 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 GMTLisa 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 GMTJodi Pollard - jodi@1040taxbiz.com added by Brian Warden - brian@1040taxbiz.com as a CC'd Recipient Ip: 96.72.237.110
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