Overview TaxAct proudly offers Audit Defense, Powered by Drake Software. This offering is a post-filing service that gives your clients (taxpayers) access to credentialed tax experts when they receive an IRS notice, state notice, audit inquiry, or experience tax-related identity theft. For eligible cases, the Audit Defense team assists with case communications and documentation related […]
To have your preparation fees deducted from your client’s refund, you must apply to work with a TaxAct partner bank who offers this service. To start the application, log into your TaxAct account and click on Bank Enrollment. Once your application is accepted, you can offer your clients the option to pay their fees via their […]
With TaxAct Professional Editions, 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 […]
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.
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 […]
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. […]
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 […]
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.
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 […]
If you receive the following error message: “Republic has informed us that based on your EFIN you are not enrolled to do bank products.” Please make sure you have set up an account with the bank. You must contact Republic Bank to do so. You can locate further information regarding the bank products by visiting […]
The TaxAct Professional program will automatically tailor the banking product list to the qualifications of the current return. This means that only the options for which your client’s return qualifies will be presented. If a client’s return does not meet the qualifications for certain products, those products will not be offered in the program. Products […]
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. […]
