How can we help you?

Enrollment & Setup

Setup

• ★ How to offer tax-related products
• ★ Step by Step Enrollment Process
• Steps for Closing Office for the Off-Season
• Compliance Training
• Approved Software Providers

Supplies

• First time reordering supplies and marketing materials?
• How to change my shipping address
• How to order supplies
• Cost of supplies & marketing materials

General

Contact Info

• ★ Contact Information

Website

• Custom Report Tool
• Tax Professional Dashboard
• How do I run reports?
• How to add employees to my TPG account
• How a service bureau can view office info
• Tax Professional website login

See all 7 articles

Checks

• Check Verification for Check Cashers

Other

• ★ PATH Act refund delays
• How do I change my bank account information?
• How are fees paid?

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)
• How to destroy expired checks at the end of tax season

See all 9 articles

Green Dot Card

• How does a client register or activate their Green Dot card?
• Why was my customer declined for the Green Dot card?
• Managing Green Dot card stock
• Green Dot Card Fees
• When is money deposited onto the Green Dot Card?
• What happens if a taxpayer lost their Green Dot card?

Direct Deposit

• What is an ACH?
• What is an R06 Letter?
• Depositing a refund into another person's account

Walmart Direct2Cash

• Walmart Direct2Cash Claim Code

Products

Fast Cash Advance

• ★ What is FastCashADVANCE?
• 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
• How to offer FastCashADVANCE to clients
• FastCashADVANCE Approval rates

See all 9 articles

Tax Pro Fee Advance

• How PreSeasonFUNDS & SimplyPAID works
• Qualifying for Tax Pro Fee Advances
• How to request SimplyPAID fee advance
• Cost of Tax Pro Fee Advances

Refund Transfer

• How do I offer the Refund Transfer to my clients?
• What is a Refund Transfer?
• What is a State Refund Transfer?

Discount Programs

• Fee collection programs