How Do You Want to Pay for Your Check Stock?
This is required for all preparers, as a direct deposit will be flipped to a check, and you will not be aware until the day the return funds. Your client WILL want their refund the SAME DAY the return funds. So order your check stock now!
Enter your email for your tracking number
You can request to change your email on the very last form you complete in this process.
Affiliate Owner (AO)
Affiliate Individual (AI)
Affiliate Hiree (AH)
Type in Your AOs Name
Are you planning to offer the Fast Cash Advance Pre-Ack (prior to Jan. 24th)?
Yes, I will offer PRE-ACK Cash Advances to my clients (this is prior to IRS issuing acknowledgements)
No, I will only offer POST-ACK Cash Advances (after IRS issues acknowledgements.
Cash Advances can be disbursed via Direct Deposit & Checks ONLY. HOWEVER, Cards are available IF you have my own EFIN with history or worked with AffordaTax last year and had a 85%+ funding rate. How many checks do you want mailed to you? This is required b/c if you mis-key or your client's account closes, it will automatically convert to a check. If Refund Advantage mails the check to the client, it takes 2 weeks, so it's required you order a few checks as back-up.
I plan to primarily do Direct Deposit, I just need a few checks as back-up.
I want 50 Checks
I want 100 Checks
I want 150 Checks
I want 200 Checks
I want 300 Checks
I want 400 Checks
If you want more, write how many below.
You have to order atleast 50 checks b/c if you inpiut incorrectly or client's account changes, you will need to print your client a check (versus having them wait 10 business days for Refund Advantage to mail it to them)
Write the number of checks you want mailed ONLY IF it is more than 400 of them. Otherwise, skip. No cards
How many checks do you want mailed to you? You are REQUIRED to order checks b/c Refund Advantage will sometimes have to convert direct deposit to check disbursements and your client will have to wait up to 2 weeks for the bank to mail them the check *versus if you do not have check stock. (If you mis-key or your client's account closes).
1 packet = 50 checks - Input the number of PACKETS of check stock you need. Add'l packets can always be ordered later.
Your disbursement methods are Direct Deposit or Check, UNLESS you have your own EFIN or worked with AffordaTax last year and had a 85%+ funding rate, then you may have cards.
Select all that apply to you
I have my OWN EFIN (not using an AffordaTax EFIN).
I worked with AffordaTax last year
None of these apply to me
How many cards do you want mailed to you?
Remember, you MUST have your own EFIN with history or worked with AffordaTax last year and had a 85%+ funding rate, then you may have cards. If you do not, no cards will be mailed to you.
Fast Cash Advances Begin Jan. 2nd, but many clients won't have their tax forms quite yet (some will). Enter the date you plan to begin entering returns.
Address You Want Your Supplies to be Mailed To? (It Can't Be Delivered to PO Boxes)
Street Address Line 2
State / Province
Postal / Zip Code
I acknowledge that I need to hit the PAYMENT button BEFORE I click the "Complete & Continue" button at the bottom of the page.
I will select my payment button first
( X )
USPS Postage Priority Mail 2-3 Days
USPS Express Mail Overnight
Credit Card Details
Credit Card Number
Should be Empty: