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LawDisbursement
By NesbittWebbLLC
Category: Law. Viewed 543 times. Created January 2016.     Disclaimer.   
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How will your client be paid?

                 
Does your client want to pay for their Tax Preparation fees upfront with a Money Order or PayPal?
NO
Does your Client want to Apply for the PreFund of up to $750?
NO
Would your client like the balance of their Refund on the Green Dot Card?
YES
Select Green Dot Card from the Drop Down Menu in the Top Left Hand Corner.
 

YES


YES


NO




STOP! Call Rashonda (678) 827-6374 or LaTasha (470) 315-2430!
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
Would your client like the balance of their Refund to be Direct Deposit in their Account?
YES
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.
Save the Tax Return Paperwork on your Google Drive. Last Name, First Initial 2015 Tax Return Jones, N 2015 tax Return





NO




 
 
Would your client like the balance of their Refund to be issued in a Check?
YES
Select Check from the Drop Down Menu in the Top Left Hand Corner. Select RT Check, if Fees were not paid in advance.
Upload (Or Send Request for Client to Upload) Supporting Documents into TaxProDocs









 
 
Send Follow Up Email for the Client from the Resources Website.
YES
The Next Business: Was the Return marked as Accepted by the IRS and the State?
YES
Mark Return as "Ready 4CO to Submit"







NO


 
 
 
If any other status than Pending, STOP! Call Rashonda (678) 827-6374 or LaTasha (470) 315-2430!