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Intuit Pro Connect - Requesting Cash Advance via Pay by Refund
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SmithStrongServ
Level 1
12-31-2023
08:52 PM
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Seeking help to understand how I indicate a client wants to get a Cash Advance when choosing Pay by Refund for their tax return in Intuit Pro Connect. I am approved via Refund Advantage. If someone can screenshots or instructions, that would be appreciated.
1 Comment 1
George4Tacks
Level 15
01-01-2024
09:16 AM
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The client gets there money in about the same time as regular e-file "Pay-by-Refund isn't a loan against a tax refund. The IRS or state tax agency must first release the funds to the bank before your client will receive their refund. The IRS issues most refunds within 21 days. However, it's possible the tax return may require additional review and could take longer."
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