Professional Editions – Republic Bank Setup
With TaxAct Professional Edition, you can offer bank services through Republic Bank; however, you must first establish an account with the bank. Deadlines for applying with Republic Bank can be found via TaxAct’s Republic Bank product page.
If you miss the bank application deadline, you can still provide tax preparation services with TaxAct, but you’ll be unable to offer additional services such as Electronic Refund Checks (ERCs) and Electronic Refund Deposits (ERDs).
Enroll with Republic Bank:
- Sign in to your TaxAct account.
- Click the Bank Enrollment tile.
- Click the Enroll button in the Republic Bank section.
- Fill out the enrollment form and click the Submit button at the bottom.
NOTE: To enroll in taxpayer advance programs offered through Republic Bank, log in at republicrefund.com and opt in for the program after completing your enrollment. You can also offer clients early access to federal refunds with Early Access.
Setup Republic Bank as Your Default Bank Product
- Click Preparer on the top menu bar, click Master Information, and then click Preparers.
- Click the pencil icon beside your preparer name.
- Click the Electronic Filing Info link (tab) at the top.
- Click the drop-down for the Bank Product (if applicable) field and choose Republic Bank.
- Enter your Republic Bank identification number (“RBIN”) in the field to the right.
Contact Customer Support
To contact Republic Bank, call their customer service at 1-866-581-1040.
You can also go to the Republic Bank Tax Refund Solutions website. To log in, you need your SSN, date of birth, refund amount, and filing status.
Related Links
- Republic Bank – Application Rejected
- Republic Bank – Direct Withdrawal Explanation
- Republic Bank – Refund Advance Option Not Showing
- Print Republic Bank Application