How will your client be paid?
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Does your client want to pay for their Tax Preparation fees upfront with a Money Order or PayPal?
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NO
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Does your Client want to Apply for the PreFund of up to $750?
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NO
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Would your client like the balance of their Refund on the Green Dot Card?
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YES
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Select Green Dot Card from the Drop Down Menu in the Top Left Hand Corner.
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YES
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YES
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NO
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STOP! Call Rashonda (678) 827-6374 or LaTasha (470) 315-2430!
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Issue a Green Dot Card, and input the numbers on the envelope into the Tax Software.
Remind Client to Apply for Prefund at www.MyPrefund.com
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Would your client like the balance of their Refund to be Direct Deposit in their Account?
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YES
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Select Direct Deposit from the Drop Down Menu in the Top Left Hand Corner.
Select RT Direct Deposit, if Fees were not paid in advance.
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Save the Tax Return Paperwork on your Google Drive.
Last Name, First Initial 2015 Tax Return
Jones, N 2015 tax Return
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NO
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Would your client like the balance of their Refund to be issued in a Check?
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YES
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Select Check from the Drop Down Menu in the Top Left Hand Corner.
Select RT Check, if Fees were not paid in advance.
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Upload (Or Send Request for Client to Upload) Supporting Documents into TaxProDocs
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Send Follow Up Email for the Client from the Resources Website.
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YES
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The Next Business: Was the Return marked as Accepted by the IRS and the State?
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YES
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Mark Return as "Ready 4CO to Submit"
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NO
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If any other status than Pending,
STOP! Call
Rashonda (678) 827-6374 or LaTasha (470) 315-2430!
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Disbursement
