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Mock Return Preparation Using Bank Products - EPS

Name: Mock Return Preparation Using Bank Products - EPS
Start: 2025-01-08T14:00:00-05:00
End: 2025-01-08T15:00:00-05:00
Location: FD

January 8 @ 2:00 pm - 3:00 pm EST

This Webinar will cover best practices for tax preparers offering bank product refund options to their clients through EPS. We will discuss traditional bank products, Refund Advances both Preseason and In-Season, pricing, compliance issues, necessary authorization documents, and how to keep your office in compliance this tax season! Now that the 2024 bank application forms are out, we will also walk through completing a bank application using the newest Tax Year 2024 software modules for a mock tax client.

Details

Date:: January 8
Time:: 2:00 pm - 3:00 pm EST

Venue

: FD