How to Finalize a Return
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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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YES
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STOP!
Call your AO or AffordaTax Corporate to get form to accept cc/debit or Wells Fargo account for cash.
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NO
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Is your Client Eligible and Does your Client want to Apply for the PreFund of up to $750?
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YES
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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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NO
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Would your client like the balance of their Refund to be issued in a Check?
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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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NO
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Would your client like the balance of their Refund to be issued via Walmart Direct2Cash ($7 fee)?
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YES
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YES
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YES
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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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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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Select Green Dot Card from the Drop Down Menu in the Top Left Hand Corner.
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Select Walmart Direct2Cash from the Drop Down Menu in the Top Left Hand Corner.
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Disbursement Chart
