Annual PCI compliance validation is required for all merchants who process credit card payments through Drake Pay. This validation ensures alignment with current PCI Data Security Standard (PCI DSS) requirements and industry best practices for secure payment processing. Drake Pay has partnered with MAXpci to facilitate PCI compliance. After enrolling in Drake Pay, you will receive an […]
NOTE Refund Advance loans have ended for 2026. If you are interested in learning about a Refund Advance, visit https://www.taxact.com/refund-advance. The following answers some frequently asked questions. How can you offer this at no extra cost? It’s true—you don’t have to pay any fees for a Refund Advance loan. If you are eligible for a Refund […]
After selecting the appropriate TaxAct product for your tax situation, you’ll need to pay the associated fee. This is different from a balance due (taxes owed) on the actual federal or state return. Online Program Fees Visit the Online DIY Tax Filing page for product and pricing details. You can pay using a credit or […]
If your tax return results in a refund, there are several options that you can choose from. Direct Deposit You can elect to have a refund directly deposited into up to three accounts at a bank or other financial institution (such as a mutual fund, brokerage firm, or credit union) in the United States. If […]
How do I get paid?Funds are deposited into the bank account you provided during the merchant application process. How quickly are payouts deposited into my account?Typically, payments are deposited into the bank account (provided during the merchant application process) within 2 business days from the date of sale. Is there a minimum amount that must […]
What is the Drake Pay Back-Office Portal?The Back-Office Portal is a tool available to all users so they can review transaction data, disputes, and deposits for all locations. Users can also view their fee profile, other business specific information, and export data with which reports can be created. How do I access the Drake Pay […]
If you choose to have your tax refund deposited onto a Serve® prepaid debit card, you can enjoy a secure, flexible, and easy way to access your funds. The Serve® card is accepted anywhere American Express® Cards are accepted, and offers a range of benefits. Benefits Free online registration No credit checks No minimum balance […]
What is Drake Pay? Apply online and be ready to take payment within 48 hours of application submission if approved. Enable in-person payments as well as mobile and online. Provide your customers with credit, debit, and contactless payment options that typically get you paid in 2 business days. Why should I choose Drake Pay? Drake Pay […]
When you elect to have your TaxAct software fees deducted from your refund, you agree to a transfer of money through our bank partner, Republic Bank. You are able to view or print the Republic Bank Application that lists all bank transfer fees by following these steps: From within your TaxAct Online return click Return under Print Center. […]
To setup Santa Barbara Tax Products Group (TPG) as your default bank product: Click Preparer on the top menu bar, click Master Information, 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 […]
To 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. […]
With TaxAct Professional Editions, you can offer bank services through Santa Barbara Tax Products Group (TPG); however, you must first establish an account with the bank. Deadlines for applying with Santa Barbara Tax Products Group (TPG) can be found via TaxAct’s Bank Product page. If you miss the bank application deadline, you can still provide tax preparation […]
TPG allows you to enroll year-round for the current tax year. The ‘rollover’ from year to year happens mid-September, and you can only enroll for the current year. To enroll with TPG please complete our enrollment process. For further inquiries to TPG, you can contact TPG Customer Service.
If you select TPG as your bank option and get an error for your EFIN not being enrolled, you will need to complete the enrollment process. After you complete the enrollment process, you will receive an email within 2 business days. If you haven’t received the email you will want to contact support.
You may not be seeing the TPG refund options when filing your client’s return because: You need to scroll down. The Fast Cash Advance option may be lower on the page than your screen allows you to view without scrolling. Please check to make sure that you have scrolled down all the way. Your client’s […]
TaxAct partners with Republic Bank & Trust Company (member FDIC) to allow TaxAct program fees to be deducted from your tax refund. When you choose to have your TaxAct fees paid from your tax refund in the filing steps, you must accept the Refund Transfer Application and Agreement. Section 5 of that agreement authorizes Republic […]
To enter default credit card or bank product information: From within your TaxAct Professional Edition program, click Preparer in the upper menu bar, hover your mouse over Master Information, then click Preparers. Click the Pencil Icon next to the preparer name, then click Electronic Filing Info. Click Enter Credit Card, and enter your information. Click Continue, and click Save and […]
For the most current status of your Federal tax refund, download the IRS2Go Mobile App via Google Play, AppStore, or Amazon. You may also go to the Internal Revenue Service website or call them at 800-829-1954 (long hold times are possible). The Internal Revenue Service website is updated once every 24 hours with information on […]
The IRS requires tax software companies to receive a customer’s consent before showing any third-party options, such as different ways to pay for your software fees or receive your refund. If you e-sign your consent through the TaxAct program once, you will not need to sign it again. Your signature DOES NOT give TaxAct® the […]
There are several reasons why a Republic Bank application can be rejected. If your application is rejected, you will receive an email explaining why the application was rejected and providing instructions for correction. One common reason for rejection includes providing an incorrect expiration date when entering the identification information, or entering the same ID information […]
What is the PCI Secure Software Standard? The PCI Secure Software Standard provides a set of security requirements as well as assessment procedures for performing PCI Secure Software Assessments. The Secure Software Assessor training covers the PCI Secure Software Requirements and Assessment Procedures (PCI Secure Software Standard). What is the Validated Payment Software list maintained by […]
How do I contact Santa Barbara Tax Products Group? Existing customers: Call 800-779-7228 Online and new customer contact: Santa Barbara Tax Products Group contact information
Sign in to your TaxAct account. Click the Bank Enrollment tile. Click the Enroll button in the Santa Barbara TPG section. Fill out the enrollment form and click the Submit button at the bottom. After you have submitted your application, we will transmit it to TPG. You should receive an email within 2 business days. […]
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.
