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Tags: bank,form
Bank Product Application: When you select Taxpayer Advance Only preparer fees are not included when using SureFire - Bank Product Application does not include preparer fees
🔍 Bank Product Application: Taxpayer Advance Only (Preparer Fees Not Included)
This guide explains what the red note means when you select Taxpayer Advance Only in SureFire - Bank Product Application.
⚠️ Before You Begin
When you select Taxpayer Advance Only, the application will show a red note on the return that confirms the following condition.
📝 What the Red Note Means
There is a note in red writing on the return:
If you selected Taxpayer Advance Only.
- With this product, fees are not withheld from your the taxpayer's refund.
- You are responsible for collecting your fees for the taxpayer.
- Check here to confirm that you understand and agree to this condition for Tax Payer Advance Only.
📋 Important Application Instructions
- When selecting Tax Payer Advance Only, please retain the Advance Application.
- You may discard the Refund Disbursement Application.
📞 Still Need Help?
If you are having trouble, contact our support team:
Phone: 1-800-516-9442
Tags: bank,form