FAQ Temp

Questions that are commonly asked by customers, answered!

FREQUENTLY ASKED TAX QUESTIONS

Get answers here to the most frequently asked questions about our bank programs for tax professionals. If you can’t find what you’re looking for here, give us a call or send us an email. We believe an educated customer is an EPS customer.

Enrollment FAQS

What documents are required for enrollment, ID, and EFIN verification?

What are the acceptable forms of ID?

How do I retrieve the EFIN application summary?

Visit www.irs.gov
Click “Tax Pros” on the right-hand side
Click “Access E-Services” in the photo image.
Click “Access SOR” in the bottom right
Have the ERO enter their user credentials and click “Log In” or if need be they will create an account.
Verify image and site phrase, enter password, click “Submit”.
A security code will be sent to the ERO’s phone.
Enter security code from text message.
Verify online security information, click “Continue”.
Select Organization, click “Submit”.
Select “View/Edit” from blue tool bar.
Click “Print” under the application status to the right.
ERO can print the document to printer or PDF file.
ERO can upload the document to their direct account or email to taxforms@Pathward.com

How can I upload documents related to my enrollment application?

You can upload documents through our Direct portal or send via email.

Direct Portal Document Upload Instructions

Follow the steps outlined below for successful and quick document uploads:

Login to Direct
Click the “Document Upload” option on the left side menu
Click “Add Existing Image”
Select the file you wish to upload.
Finally, click send and you’re all set!

*Please note that documents uploaded via Direct should be received right away within our system.

Email Document Uploads

You can send documents via email to taxforms@pathward.com.

Can I sign up now?

Supplies FAQS

What carrier do you use to ship supplies?

How do I print checks?

How do I print a check for a specific taxpayer, when it’s not under “checks to print”?

How to find a previously printed checks:

Click on “Checks to Print” under the “Tax Tab”.
Click “Search” and type in the search box the taxpayer’s information
Click the blue “Search” button below.

If you’ve input the taxpayer’s information correctly, you should see the check(s) listed below.

Find the checks that needs reprinting and press “Details” next to the check number.
A “Check Details” screen will popup.
Make sure to enter the new check number and then click “Reprint.”

Taxpayer Advance Loans FAQS

How do I opt in for ERO Advances Loans?

Start by logging in to the Direct portal. Then go to the “ERO Loan Products” tab and select the loan you are interested in.

If you wish to opt in for the Pre-Season Loyalty Program, we recommend starting with the Loyalty option first and then allocating the remainder of the money to the Startup Loan.

IMPORTANT: Once you accept the Startup Loan, your amount option cannot be changed.

**Please keep in mind that both Loyalty and the Startup Loan share the same bucket of money.**

What are the dates for Taxpayer Advances?

What can I offer with In-Season Advances?

EPS Programs FAQS

What products does EPS offer for clients?

What is credit and debit card payment processing all about?

Marketing FAQS

Where can I order marketing materials?

1. The Refund Transfer is an optional tax refund-related product offered by Pathward^®, N.A., Member FDIC. The Refund Transfer is not a loan. E-filing of tax return is required to be eligible for the product. Subject to approval. Fees apply. See terms and conditions for details.

2. The Refund Advance is an optional tax-refund related loan provided by Pathward^®, N.A., Member FDIC (it is not the actual tax refund) at participating locations. Program availability and loan amounts may vary based on state and software provider. The amount of the loan and applicable interest will be deducted from tax refunds and reduce the amount that is paid directly to the taxpayer. Fees for other optional products or product features may apply. Tax returns may be filed electronically without applying for this loan. Loans offered in amounts of $250 (where available), $500, or $1,000, 25%, 50%, or 75% of your expected tax refund from $250 – $6,000. When calculating the amount of your loan, the amount of your “expected” tax refund may be affected by any refundable tax credits. Loans in the amounts of $250, $500, and $1,000 have an Annual Percentage Rate (APR) of 0.00%. Loans in the amounts of 25%, 50% or 75% of your expected tax refund have an APR of 36.0% with a minimum loan of $1,250. For example, $2,500 loan representing 50% of expected refund borrowed over 29 day term, total amount payable in a single payment is $2,571.51 including interest. Availability is subject to satisfaction of identity verification, eligibility criteria, and underwriting standards.

3. Office loan availability dependent on enrollment approval and eligibility criteria. Terms and conditions apply.