Information Central

• Compliance Protocol: Unregistered Additional Tax Preparers
• IRS Reject Code: F8962-070
• Form 1095-A – Health Insurance Marketplace Statement
• Audit Protection
• Communications
• Filing State Return Post-Federal Submission
• Mobile App/Customer Portal
• Pre-Acknowledgement Advances
• State Return Post Federal Submission
• Preparer Information
• Corporate Link Desktop Software
• Return Transfer
• Non-Bank Products
• Review and Return Submission Process
• Tax Preparer Pay Period
• Unlimited Users
• Offset Line
• Rejected Returns
• Preparer Signature Setup
• In-Season Advances
• Tax Preparer Accounting
• Documentation Requirements