Frequently Asked Questions

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?

How can I upload documents related to my enrollment application?

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”?

Taxpayer Advance Loans FAQS

How do I opt for ERO Advances?

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?

What is credit and debit card payment processing all about?

Marketing FAQS

Where can I order marketing materials?