If your software provider supports Fast Forward by sbtpg, you can give clients access to their federal tax refund up to 5 days early.1 Here's more information about how Fast Forward works.
Example of how the process works
If the IRS notifies us Friday of a federal tax refund effective Wednesday, with Fast Forward the refund is available immediately. With the traditional ACH direct deposit settlement process, the refund would be available on Wednesday.
In this example, the federal tax refund is released 5 days earlier than the IRS effective date.
How do I opt-in to the Fast Forward program?
There is no opt-in process for Fast Forward. Once you have successfully enrolled with sbtpg through a software provider that supports Fast Forward, you can offer Fast Forward during the tax season.
Is there an ERO fee for Fast Forward?
No, there is no fee to the tax professional. In fact, when you process 10+ funded Fast Forwards you can earn $5 per client.2
How do I check the status of a client's Fast Forward request?
A new Fast Forward report will be available on our website. Log in to our tax pro website and navigate to reports to find and run the Fast Forward report. This report will show the status of taxpayer requests for Fast Forward as well as the incentives you have earned.
1 Fast Forward by sbtpg is provided by Green Dot Bank. Terms and fees apply. To be eligible for Fast Forward, the taxpayer must have a Refund Transfer for a federal tax refund that is no more than $10,000 and have selected direct deposit or a Green Dot Bank-issued debit or prepaid card as the disbursement method for their refund proceeds. Availability may vary based on the taxpayer's bank participating in Real-Time Payments, IRS pre-notification of pending refund deposit, and availability of funds. $25.00 fee is not charged if the taxpayer is ineligible or if their refund is deposited to a new Green Dot Prepaid Visa Card disbursed through your office after 1/1/25. Check with transmitter for availability.
2 Process 10+ funded Fast Forwards and receive a $5 incentive for each funded Fast Forward deposited to taxpayers' bank accounts by 5/31/25. Incentives paid by 7/15/25.