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The Basics of Filing Tax Returns Using Bank Products

November 14, 2023 @ 2:00 pm - 3:00 pm EST

Are you new to Bank Products and have some questions? If so this webinar is for you! We will be covering the foundational information relating to offering Bank Products to your tax prep clients. Did you know that Bank Products allow you to have your preparation fees withheld from client tax refunds, get refund $ into your clients hands early, print refund checks in your office, issue tax refunds to pre-paid debit cards. This webinar will cover best practices for offering bank product refund options to your clients this tax season. We will discuss Refund Advances both Preseason and In-Season, taxpayer qualification, pricing, compliance issues, necessary authorization documents, and cover some traditional misconceptions!

Details

Date:
November 14, 2023
Time:
2:00 pm - 3:00 pm EST

Venue

FD