Enrollment & Setup
Setup
Supplies
General
Contact Info
Website
- ★ Login instructions for new clients
- Where can I find forms?
- Why do I keep seeing a message to verify my profile?
- Custom Report Tool
- Tax Professional Dashboard
- How do I run reports?
Checks
Other
Disbursement Options
Checks
- ★ Printing checks from TPG website (Part 1)
- ★ Printing checks from TPG website (Part 2)
- Reprinting checks with TPG web printing (Part 3)
- Reissuing checks with TPG web printing (Part 4)
- Problem printing checks? (Part 5)
- What to do with expired checks & Walmart MoneyCards at the end of tax season?
Walmart MoneyCard
- How do clients create a PIN?
- How does a client activate their Walmart MoneyCard?
- Why was my customer declined for the Walmart MoneyCard?
- Managing Walmart MoneyCard stock
- Walmart MoneyCard Fees
- When is money deposited onto the Walmart MoneyCard?
Direct Deposit
Walmart Direct2Cash
Products
Auto Collect
- When will I receive tax preparation fees collected through the Auto Collect program?
- What is the cost for the Auto Collect program?
- How many times does TPG contact taxpayers before debiting the tax preparation fees from the client's account?
- How will TPG contact taxpayers in the Auto Collect program?
- Are all of my unfunded taxpayers added to the Auto Collect program?
- How can a taxpayer voluntarily pay past due tax preparation fees?
Fast Cash Advance
- ★ What is FastCashADVANCE?
- ★ Fast Cash Advance Notifications
- What is the taxpayer cost for Fast Cash Advance?
- What if a client wants a card but not a FastCashADVANCE?
- What happens after a FastCashADVANCE is approved?
- How to opt-in to the FastCashADVANCE program