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How to review Reject Details for Pay-by-Refund


To easily view rejection details for a bank application, we have provided details in the Pay-by-Refund HomeBase View.

To view reject details:

1. Change your HomeBase View to Pay-by-Refund.

PBR Homebase View.jpg

2. Find the Next Steps column.

PBR Next Step col.jpg

3. The record will show a View Reject Details hyperlink, click the link.

PBR Reject Details.jpg

4. The Pay-by-Refund Reject Details screen will explain what needs to be done before resubmitting the bank application.

5. Once corrections have been made, the bank application for this return can be resubmitted.  Go to E-File / Resubmit Bank Application...

PBR Resubmit Bank App.jpg


Additional Pay-by-Refund Resources:

Using TPG Pay-by-Refund with ProSeries

Using Refund Advantage Pay-by-Refund with ProSeries

How to enroll in Pay-by-Refund for tax year 2022