We are excited to announce that we have opened Office
Information Requests (OIR) for tax year 2020. Each year, we collect information
about your office to service your more effectively. We use this information to set up your
account properly, so it is imperative that you complete the OIR annually and in
a timely manner.
In order to complete the OIR, please login to the Refunds
Today website and verify or update your information by 11/30/2020. This process should take no more than 10
minutes to complete. This update must be
completed before we release the software to you or ship marketing materials.
New for this year:
Once you have completed the OIR you will receive an email
with instructions on how to enroll for bank products. We have launched a new bank enrollment portal
to streamline our bank application process.
Access the Refunds Today Site:
1. 1. Go to the Refunds Today site
2. 2. Type your username and password in the login
section
If you have forgotten your password, follow the instructions
after clicking on “Forgot Password”
Your username is your office number (office number) and if
you are a new customer your password is your zip code.
Important reminder: Each office must have a valid IRS
EFIN. If you have not already applied
for an EFIN, please contact your account manager.
