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Bank Setup Menu

When you sign up with a bank to provide refund transfer options to your customers, you must indicate the bank with which you signed up, in the Bank Setup Menu. to access this menu: 

  • Go to the Main Menu of Taxx Savage Pro 
  • From the menu, select Configuration 
  • Proceed to Electronic Filing/ Bank Setup 
  • Then to Bank Setup Menu 
  • Select bank Used for Bank Products, from the list provided, choose the bank you signed up with. In case the list lacks the bank you signed up with, it may be because of  technical problems or failure to approve the enrollment application. In case you are certain that the bank has been approved but cannot see the bank in the list, contact your sales. 

For some banks, you may be asked to confirm the refund transfer fee that has been contracted. Ensure that you select the right fee from the provided list in case you are asked to. 

After indicating the bank you use, other menu options will be availed: 

  • Can Offer Advances - Set to YES in case you have been allowed by the bank to offer refund advances. It is only when this option is set to YES, that the refund advanced options become available. 
  • Can Offer Pre-Ack Advances - Set to YES in case you have been allowed by the bank to provide advance loans within the period prior to the IRS giving out its first acknowledgement. This option must be set to YES inorder to have the advanced option chosen in a return to be treated as a pre-pack advance. 
  • Offer Debit Cards - Set to YES in case you are to offer debit cards as an option for refund transfer. This must be set to YES  for the debit card option to be available. 
  • Default Sending States Thru Bank - Set to YES in order to have the state refund automatically utilize the bank transfer option as you mark the state return for e-filing. Set to NO in order to ask for the refund transfer option as you mark the state return for e-file.