HAVE QUESTIONS? WE HAVE ANSWERS!

Get answers here to the most frequently asked questions about our bank programs for tax professionals. If you can’t find what you’re looking for here, give us a call or send us an email. We believe an educated customer is a RA customer.

Enrollment FAQS

What documents are required for enrollment, ID, and EFIN verification?

What are the acceptable forms of ID?

How do I retrieve the EFIN application summary?

Visit www.irs.gov
Click “Tax Pros” on the right-hand side
Click “Access E-Services” in the photo image.
Click “Access SOR” in the bottom right
Have the ERO enter their user credentials and click “Log In” or if need be they will create an account.
Verify image and site phrase, enter password, click “Submit”.
A security code will be sent to the ERO’s phone.
Enter security code from text message.
Verify online security information, click “Continue”.
Select Organization, click “Submit”.
Select “View/Edit” from blue tool bar.
Click “Print” under the application status to the right.
ERO can print the document to printer or PDF file.
ERO can upload the document to their direct account or email to taxforms@Pathward.com

How can I upload documents related to my enrollment application?

You can upload documents through our Direct portal or send via email.

Direct Portal Document Upload Instructions

Follow the steps outlined below for successful and quick document uploads:

Login to Direct
Click the “Document Upload” option on the left side menu
Click “Add Existing Image”
Select the file you wish to upload.
Finally, click send and you’re all set!

*Please note that documents uploaded via Direct should be received right away within our system.

Email Document Uploads

You can send documents via email to taxforms@pathward.com.

Can I sign up now?

Supplies FAQS

What carrier do you use to ship supplies?

How do I Print checks?

How do I print a check for a specific taxpayer, when it’s not under “checks to print”?

How to find a previously printed checks:

Click on “Checks to Print” under the “Tax Tab”.
Click “Search” and type in the search box the taxpayer’s information
Click the blue “Search” button below.

If you’ve input the taxpayer’s information correctly, you should see the check(s) listed below.

1. Find the checks that needs reprinting and press “Details” next to the check number.
2. A “Check Details” screen will popup.
3. Make sure to enter the new check number and then click “Reprint.”

Taxpayer Advance Loans FAQS

How do I opt for ERO Advances?

Start by logging in to the Direct portal. Then go to the “ERO Loan Products” tab and select the loan you are interested in.

**Please keep in mind that both Loyalty and the Startup Loan share the same bucket of money.**

If you wish to opt into the Pre-Season Loyalty Program, we recommend starting with the Loyalty option first and then allocating the remainder of the money to the Startup Loan.

IMPORTANT: Once you accept the Startup Loan, your amount option cannot be changed.

What are the dates for Taxpayer Advances?

What can I offer with In-Season Advances? (former “Marketing fees, Pre-Acknowledgment Loans and In-Season Advances”)

Refund Advantage Programs FAQS

I am building my clientele and want to be able to offer advances, can I do that here?

We offer Refund Transfers to Tax Professionals where you can have your tax preparation fees deducted from your clients’ returns. We also offer Taxpayer Advance Loans so, your customers can access funds before a holiday or important. For tax professionals like yourself, we assist with In Season Loans, Fee Assist and, Software Assistance along with RAPAYMENTS, our debit and credit card payment processing solutions.

Frequently Asked Questions