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Refund Cards Request Process

Refund Cards are a great option for customers who don’t have a traditional bank account. This service allows you to provide an alternative solution for receiving tax refunds. Below is a step-by-step guide on how to request Refund Cards, the associated fees, and the benefits of using this resource.

Step-by-Step: Requesting Refund Cards

  1. Submit Your Request:
    To begin, fill out the Refund Card request form on our client hub. Make sure to provide all necessary information accurately. After submitting your request, you will be required to complete payment for the service.

  2. Card Shipment:
    Once the payment is processed, we will send you 10 Refund Cards. Please note, a mailing fee will be applied to cover the shipping cost.

  3. Providing Cards to Customers:

    • Each card will be sent in a sealed envelope.
    • Important: You will need to input the required information (such as the customer's details) on the envelope.
    • Hand the unopened envelope to your customer, ensuring that they do not open it.

  4. Refund Process:
    Once the IRS processes your client's tax return, the refund will be deposited directly onto the Refund Card. This allows customers without a bank account to access their funds securely.

Benefits of Using Refund Cards

  • Avoid In-Season Advance Marketing Fees:
    By using Refund Cards as a resource, you will not be charged the in-season advance marketing fee. This can help reduce overall costs during the tax season.

  • End-of-Season Rebate:
    If you complete the agreed-upon number of returns as stated in your contract, you may be eligible for an end-of-season rebate. This incentive rewards your business for meeting the return volume commitment.

Key Considerations:

  • The Refund Cards provide a convenient alternative for customers who don't have a traditional banking setup.
  • Ensure all information is accurate when filling out the envelope details.
  • Use this resource to avoid additional fees and potentially earn rebates based on your tax return volume.

If you have any questions or need assistance with the Refund Card request process, feel free to contact our support team. We're here to help!