Reminder - Partner Verification Refresh

In order to be prepared and ready for the 2023 Tax Season, this is a reminder to refresh Partner Verification to confirm your banking enrollment information (Partner, Product, and Fees) is correct in the TaxWise Desktop and TaxWise Online Applications.

TaxWise Desktop - Steps for Partner Verification:

1 -- Log in as Admin in Taxwise Desktop

2 -- Select ‘Tools > Utilities/Setup Assistant’

3 -- From the Utility window select ‘Setup > Setup Assistant’

4 -- Select ‘Partner Verification’

5 -- Select the ‘Refresh Data’ button

6 -- Confirm partner verification:

Once Partner Verification is refreshed, the page will show current updated Partner Verification data with your bank partner’s information. Please verify and confirm all fees and product selections are correct in the TaxWise desktop application.

TaxWise Online -- Steps for Partner Verification

1 -- In the upper left, Select the ‘Loggedin User>Settings’

2 -- Select ‘Partner Verification’

3 -- Confirm Partner Verification data under ‘Settlement Solutions’

 

If you have any questions, please contact customer support via any of these options:

1. Chat at SFS TaxWise Chat (cch.com)
2. Open a Support case at https://support.cch.com/
• Select the option that best describes your issue and complete all applicable information. Our support team will research your issue or question and contact you with an answer.
3. Phone at 866-641-9473.

Reminder: Bank Product Enrollment

Tax Season is here. If you have not setup your Bank Product enrollment, please take advantage of the resources below.  

How do I setup Bank Products?

Please visit our enrollment site by logging into the Support Site and clicking “Quick Links> Bank Enrollment”

1. Complete the Enrollment Agreement
2. Complete Office Info
3. Select your Providers and Complete Provider Info
4. Send Applications

Once the bank approves your application, your status will be updated on the Support Site.


For a more detailed overview, check out the Knowledge Base Article:  

How do I complete the ERO Bank Application to enroll for Bank Products in TaxWise® and TaxWise Online®?

SUPPORT
If you have any questions, please contact customer support via any of these options:

1. Chat with a live agent SFS TaxWise Chat (cch.com)
2. Open a Support case at https://support.cch.com/

SALES
If you have not purchased or renewed TaxWise for Tax Year 2022, you can contact your Account Manager at 800-495-4626 to get setup for the 2022 season.

Resolved: TPG Issue - Bank application rejects

On Tuesday, March 1, 2022, at 12:00 AM CT, some TaxWise customers reported TPG banking application rejects. TPG resolved the issue on Wednesday, March 2, 11:00 AM CT.

If your federal e-file is accepted but the attached bank application is rejected, you can correct the errors, then re-create and re-transmit the bank application.

To correct a rejected bank application, do the following:

For TaxWise, please follow the process below:

1. Go to the Bank menu.
2. Select Maintenance/Setup.
3. Click Fix Rejected Bank Apps

Thank you for your patience, we understand this is a busy time for your business.

Resolved: TPG Update - Current issue with TPG Submissions - February 28th, 2022

Resolved:  

The issue with TPG bank rejections has been resolved.

Customers may still see rejection codes.  However, customer can disregard these codes as refund deposits have been made or are in the process of being completed. 

***********************

February 9, 2022

The TaxWise team, continues to work diligently with TPG regarding the issue with rejecting bank applications. You may receive the following codes when working with TPG:

• 01652: RT resubmittal cannot be processed, Advance decision complete
• 01655: RT rec can't be submitted after initial RL rec; RT in place for fund process
• 01801: Bank Product Record - Primary SSN field not found in tax return database
• 01894: Credit product requested after credit product cutoff date
• 01944: Invalid Tax Return ReturnTs
• 01972: Invalid Combination of IRS ACK Date, IRS Acc Code, ReturnTS, Adv
  

If you receive one of the codes above, at this time, no further action is necessary. 

As an update, the TaxWise Team continues to work to provide status updates for taxpayer bank application. 

In the meantime, you can confirm the status of your application directly at TPG.

Please stay tuned and we will update once a resolution is complete.

Reminder - Partner Verification Refresh

In order to be prepared and ready for Pre-Ack beginning January 2, 2022, this is a reminder to refresh Partner Verification to confirm your banking enrollment information (Partner, Product, and Fees) is correct in the TaxWise Desktop and TaxWise Online Applications.

TaxWise Desktop - Steps for Partner Verification:

1 -- Log in as Admin in Taxwise Desktop

2 -- Select ‘Tools > Utilities/Setup Assistant’

3 -- From the Utility window select ‘Setup > Setup Assistant’

4 -- Select ‘Partner Verification’

5 -- Select the ‘Refresh Data’ button

6 -- Confirm partner verification:

Once Partner Verification is refreshed, the page will show current updated Partner Verification data with your bank partner’s information. Please verify and confirm all fees and product selections are correct in the TaxWise desktop application.

TaxWise Online -- Steps for Partner Verification

1 -- In the upper left, Select the ‘Loggedin User>Settings’

2 -- Select ‘Partner Verification’

3 -- Confirm Partner Verification data under ‘Settlement Solutions’

 

If you have any questions, please contact customer support via any of these options:

1. Chat at SFS TaxWise Chat (cch.com)
2. Open a Support case at https://support.cch.com/
• Select the option that best describes your issue and complete all applicable information. Our support team will research your issue or question and contact you with an answer.
3. Phone at 866-641-9473.

Pre-Acknowledgement Availability and Bank Product Season Readiness

January 2nd, 2022, marks the beginning of the tax season for those of you offering Pre-acknowledgement (Pre-ack) advances through TPG and Republic Bank. Pre-ack with these banks will begin at 12pm ET on January 2nd, 2022.

Please note: For MetaBank Customers, Pre-ack begins on January 3rd, 2022, 12pm ET.

If you haven’t enrolled to offer bank products yet, our partners are still open and accepting enrollment applications for all products.

Once you have enrolled, check out our FAQ below for pre-ack advance products.


How do I apply for Pre-ack inside of the return?
On the main information, select bank products and check the box for the appropriate bank (your active bank). You will then visit the bank application and complete the necessary steps, including selecting advance and the taxpayers preferred disbursement. Once that is completed, you will efile the return.

What is EFC reject 91?
EFC 91 is an EFC reject you will receive when the bank rejects the Pre-ack return. To fix these rejects print the ack report and search for the bank rejection, this will tell you what the reject is and you can fix and resend.


For additional information on the bank enrollment process, please visit our enrollment site by logging into the Support Site and clicking “My Account> Enroll in Bank Products.”

1. Complete the Enrollment Agreement
2. Complete Office Info
3. Select your Providers and Complete Provider Info
4. Send Applications

Once the bank approves your application, your status will be updated on the Support Site.


If you have any questions, please contact customer support via any of these options:

1. Chat at SFS TaxWise Chat (cch.com)
2. Open a Support case at https://support.cch.com/
• Select the option that best describes your issue and complete all applicable information. Our support team will research your issue or question and contact you with an answer.
3. Phone at 866-641-9473.