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Error: I'm not authorized for easy advance

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📊 Step-by-Step Guide

Step 1: Log in as Admin and open Setup Assistance

Use this when you need to access the setup tools required for partner verification.

1. Login as Admin.
2. Click on tools.
3. Click on setup assistance.
4. Click on setup, and then open setup assistance.

Step 2: Refresh partner verification data

Use this when you need to re-check your partner verification status.

1. Now click on partner verification.
2. Click on refresh data.

Step 3: Confirm you have all latest updates

Use this when you suspect the issue may be caused by outdated modules or program files.

• Make sure you have all latest module updates, and program updates.

Step 4: Verify e-file and credit card requirements

Use this when you need to ensure your account is enabled for e-file and payment details are on file.

• Make sure e-file is turned on in datamanager.
• Make sure credit card is on file on the solution center.

Step 5: Check bank product enrollment in DataManager

Use this when the system is not recognizing your bank product enrollment.

• In DataManager, make sure you are enrolled in bank products.
• If it says I enrolled in Advance, make sure in datamanager it says Advance and RT approved.

Tags: install,setup,bank