FAQ Temp

Questions that are commonly asked by customers, answered!


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?

How can I upload documents related to my enrollment application?

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”?

Taxpayer Advance Loans FAQS

How do I opt in for ERO Advances Loans?

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.