Monday January 29th, 2024, is the official opening day of IRS electronic filing for the 2023 Tax Filing Season.
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.
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.
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:
January 2nd, 2024, marks the beginning of the tax season for those of you offering Pre-acknowledgement (Pre-ack) advances through TPG, Republic Bank, EPS and Refund Advantage.
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 FAQs 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.
SALES
If you have not purchased or renewed Refunds Today for Tax Year 2023, you can contact your Account Manager at 800-495-4626 to get setup for the 2023 Tax season.
Monday January 23rd, 2023, is the official opening day of IRS electronic filing.
The Pre-Acks for TaxWise will be disabled at Midnight-ET on Sunday, January 22nd, 2023. Please be sure to submit any Pre-Ack Returns before this time.
January 3rd, 2023, marks the beginning of the tax season for those of you offering Pre-acknowledgement (Pre-ack) advances through TPG and Republic Bank.
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 FAQs 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.
SALES
If you have not purchased or renewed Refunds Today for Tax Year 2022, you can contact your Account Manager at 800-495-4626 to get setup for the 2022 Tax season.
January 3rd, 2023, 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 3rd, 2023.
SALES
If you have not purchased or renewed Refunds Today for Tax Year 2022, you can contact your Account Manager at 800-495-4626 to get setup for the 2022 Tax season.
The Refunds Today team wishes you a Happy New Year and a very successful Tax Season.
The TaxWise team has been working diligently to make Pre-Ack processing available.
The TaxWise team continues to work make progress towards Pre-Ack availability for TPG and Meta Bank modules. We want to ensure our customers are updated with continued updates on our progress.
Next update will be made later this evening, Monday, January 3rd.
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.
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.
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:
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.