The program can be customized to provide tax-related bank products on returns only after the bank enrollment application has been completed and approved by the bank.
If you would like to have the ProWeb accept bank products on tax returns:
- Select Configuration from the Welcome Page
- Go to Office Setup
- Proceed to the Selected Bank section
- To select a bank, click the dropdown menu
This menu shows only those banks that have accepted you.
Necessary information such as advance approval, additional fees and disbursement types are pulled from the enrollment application when you select a bank in the Office Setup.