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How to enroll in Pay-by-Refund for tax year 2021

SOLVEDby IntuitProConnect Tax89Updated 4 weeks ago

Before you start:

  • For an overview of the different Pay-by-Refund programs available, see here.
  • EFIN verification is required before you can enroll in Pay-by-Refund. If you have not yet verified your EFIN with Intuit, see here.
  • You can only be enrolled in one Pay-by-Refund program at a time.
  • You must have an order placed for your tax year 2021 program or be enrolled in Auto-Renew before you can proceed.
  • Enrollment is not yet available for Santa Barbara TPG. We expect Refund Advantage enrollment to open around mid-October.

Click on your tax program below to learn how to enroll in Pay-by-Refund and check your enrollment status.

In order to participate in a cash advance program you will need to select this option during enrollment, or contact the bank to sign up later.

  • Funding takes place after the IRS has accepted the tax return. This is known as a Post-Ack offering.
  • What does it cost?
    • TPG’s Fast Cash Advances program for refund advance loans eligible up to $500 and $1000. These loans are free to the taxpayer and cost the preparer $39.95. This fee can be waived through a $39.95 rebate at the end of tax season when the loan is disbursed and IRS-funded on a prepaid Green Dot card.
    • Refund Advantage’s Taxpayer Advance Loan program for refund advance loans eligible up to $500 and $1000. These loans are free to the taxpayer and cost the preparer $40. This fee can be waived through a $40 rebate at the end of tax season when the loan is disbursed and IRS-funded on a FasterMoney Visa Prepaid Card.
  • Contact the bank for further information.

This year, enrollment is made even simpler with only one enrollment form. Complete the enrollment application form online through your My Account and the bank will follow up to complete the process.

To access My Account to start your enrollment process:

  1. Sign in to My Account.
  2. Enter your Email or user ID and Password and click Sign In.
    PCG_PS_L1cfz06b9_002.png
  3. On the left side of the screen, select Add-ons ⮕ Pay-by-Refund
  4. Click on the Select button for the bank product processor of your choice.
  5. Complete the Pay-by-Refund enrollment application.
  6. Click Apply to submit your application.

Notes:

  • P.O. boxes are not considered a valid address type for enrollment.
  • Be mindful that some fields require specific formatting, such as dates and other numeric fields.
  • When asked for a phone number, you will want to provide your ERO phone number -- not your office's phone number, should it vary.

Note: If you want to enroll before next year's program is available, you must follow the steps above for online enrollment. This method can only be used once next year's ProSeries has been released and installed on your computer.

After installing ProSeries, you will see a change in the ProSeries practice setup that allows you to Enroll Now.

To start your enrollment process:

  1. Open ProSeries.
  2. On the ProSeries Practice Setup screen, click Next until you see Enroll in Pay by Refund.
  3. Click on Enroll Now to open your web browser to the online enrollment.
    PCG_PS_L7hSRi4cF_Setup.png
  4. Click on the Select button for the bank product processor of your choice.
    PCG_L7hsri4cfProSeriesPBR01.png
  5. Complete the Pay-by-Refund enrollment application.
  6. Click Apply to submit your application.

Notes:

  • You will no longer be able to print checks through the ProSeries software, all checks will available through the banks online web portals.
  • ProSeries is approved to have our PBR banks offer cash advances through both TPG and Refund Advantage.
  • P.O. boxes are not considered a valid address type for enrollment.
  • Be mindful that some fields require specific formatting, such as dates and other numeric fields.
  • When asked for a phone number, you will want to provide your ERO phone number -- not your office's phone number, should it vary.

This year, enrollment status can be viewed on your My Account page.

To access My Account to view your enrollment status:

  1. Go to My Account.
  2. Enter your Email or user ID and Password, and then click Sign In.

To access My Account to view your enrollment status:

  1. Go to My Account.
  2. Sign in with your Email or user ID and Password.
  3. From the left of the screen, select Add-ons ⮕ Pay-by-Refund.
  4. Review the status of your bank of choice.

Enrollment statuses

  • Draft Saved - Your application has been not yet been submitted. Click on Manage and submit your application.

PBR-Draft_Saved copy.jpg

  • Pending - The bank is still processing your enrollment application.

PBR-pending copy.jpg

  • Approved - Your application has been approved and you are ready to start processing Pay-by-Refund returns.

PBR-Approved copy.jpg

  • Action Required - The bank has not approved the application and the bank needs further information. Contact the bank for more information.

PBR-Action_Required copy.jpg

  • Denied - Your application has been denied and you will need to select a different bank product provider. Contact the bank for further information.

PBR-Denied copy.jpg

To view your enrollment status in ProSeries:

  1. From the Tools menu, select Options.
  2. Under Pay-by-Refund, select Enrollment Options.
  3. Review the Enrollment Information section.
  4. Click Refresh to refresh the enrollment status.
  5. Review the status of your bank of choice.

PCG_PS_L7hSRi4cF_Status copy.jpg

Enrollment statuses

  • Draft Saved - Your application has been not yet been submitted. Click on Manage and submit your application.

PBR-Draft_Saved copy.jpg

  • Pending - The bank is still processing your enrollment application.

PBR-pending copy.jpg

  • Approved - Your application has been approved and you are ready to start processing Pay-by-Refund returns.

PBR-Approved copy.jpg

  • Action Required - The bank has not approved the application and the bank needs further information. Contact the bank for more information.

PBR-Action_Required copy.jpg

  • Denied - Your application has been denied and you will need to select a different bank product provider. Contact the bank for further information.

PBR-Denied copy.jpg

This year, enrollment is made even simpler with only one enrollment form. Complete the enrollment application form online through My Account and the bank will follow up to complete the process.

To access My Account to start your enrollment process:

  1. Sign in to My Account.
  2. Enter your Email or user ID and Password and click Sign In.
    PCG_PS_L1cfz06b9_002.png
  3. On the left side of the screen, select Add-ons ⮕ Pay-by-Refund
  4. Click on the Select button for the bank product processor of your choice.
  5. Complete the Pay-by-Refund enrollment application.
  6. Click Apply to submit your application.

Notes:

  • P.O. boxes are not considered a valid address type for enrollment.
  • Be mindful that some fields require specific formatting, such as dates and other numeric fields.
  • When asked for a phone number, you will want to provide your ERO phone number -- not your office's phone number, should it vary.

This year, enrollment is even simpler with only one enrollment form. You can find a link to Pay-by-Refund enrollment inside any individual return.

To start your enrollment process:

  1. Open Lacerte to the Individual module.
  2. Select a client from your Clients List.
  3. Go to Screen 3.2, Pay-by-Refund.
  4. Click on My Account Enrollment to open your web browser to the online enrollment.
    PCG_LAC_L7hSRi4cF_001a.png
  5. Click on the Select button for the bank product processor of your choice.
    PCG_L7hsri4cfLacertePBR01.png
  6. Complete the Pay-by-Refund enrollment application.
  7. Click Apply to submit your application.

Notes:

  • P.O. boxes are not considered a valid address type for enrollment.
  • Be mindful that some fields require specific formatting, such as dates and other numeric fields.
  • When asked for a phone number, you will want to provide your ERO phone number -- not your office's phone number, should it vary.

To access My Account to view your enrollment status:

  1. Go to My Account.
  2. Sign in with your Email or user ID and Password.
  3. From the left of the screen, select Add-ons ⮕ Pay-by-Refund.
  4. Review the status of your bank of choice.

Enrollment statuses

  • Draft Saved - Your application has been not yet been submitted. Click on Manage and submit your application.

PBR-Draft_Saved copy.jpg

  • Pending - The bank is still processing your enrollment application.

PBR-pending copy.jpg

  • Approved - Your application has been approved and you are ready to start processing Pay-by-Refund returns.

PBR-Approved copy.jpg

  • Action Required - The bank has not approved the application and the bank needs further information. Contact the bank for more information.

PBR-Action_Required copy.jpg

  • Denied - Your application has been denied and you will need to select a different bank product provider. Contact the bank for further information.

PBR-Denied copy.jpg

This year, enrollment is made even simpler with only one enrollment form. Complete the enrollment application form through your program, and the bank will follow up to complete the process.

Follow these steps to enroll:

  1. Sign in to your ProConnect account.
  2. Click Settings at the bottom left of your screen.
  3. Select Pay-by-Refund enrollment.
  4. Click on the Select button for the bank product processor of your choice.
  5. Complete the Pay-by-Refund enrollment application.
  6. Click Apply to submit your application.

Notes:

  • P.O. boxes are not considered a valid address type for enrollment.
  • Be mindful that some fields require specific formatting, such as dates and other numeric fields.
  • When asked for a phone number, you will want to provide your ERO phone number -- not your office's phone number, should it vary.

You can verify your enrollment status in ProConnect.

Follow these steps to check your enrollment status:

  1. Sign in to your ProConnect account.
  2. Click Settings at the bottom left of your screen.
  3. Select Pay-by-Refund enrollment.
  4. Review the status of your bank of choice.

Enrollment statuses

  • Draft Saved - Your application has been not yet been submitted. Click on Manage and submit your application.

PBR-Draft_Saved copy.jpg

  • Pending - The bank is still processing your enrollment application.

PBR-pending copy.jpg

  • Approved - Your application has been approved and you are ready to start processing Pay-by-Refund returns.

PBR-Approved copy.jpg

  • Action Required - The bank has not approved the application and the bank needs further information. Contact the bank for more information.

PBR-Action_Required copy.jpg

  • Denied - Your application has been denied and you will need to select a different bank product provider. Contact the bank for further information.

PBR-Denied copy.jpg

If you receive this error message it will prevent your enrollment application from being forwarded to the bank. Contact TPG for more information.

TPG and QuickCollect: 800-779-7228 for existing customers or 877-901-5646 for new customers.

Refund Advantage: 800-967-4934

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