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Intuit Biz e-filing closure on December 21 at 6:00PM PST. Select your product for more Hot topics. Lacerte | ProConnect | ProSeries
Intuit Biz e-filing closure on December 21 at 6:00PM PST. Select your product for more Hot topics. Lacerte | ProConnect | ProSeries
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Tax Advance Loans
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rapidrefunds225
Level 1
01-14-2023
10:11 AM
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Hello, I'm new to the intuit platform and a new preparer. My client wants a tax advance loan, but I am not sure how to apply for her. (I have already enrolled and been approved for bank products through TPG.) Would anyone be willing to offer some quick tips? Thank you in advance
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George4Tacks
Level 15
01-14-2023
10:30 AM
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Answers are easy. Questions are hard!
rapidrefunds225
Level 1
01-14-2023
01:32 PM
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Hi! Thank you.
The article isn't telling me how to apply for the loan for the client. I'm ready to e-file her return, but she's interested in a loan. I'm afraid that if I send it before I acknowledge that she wants a loan, I won't get the opportunity again. According to TPG, the software is supposed to prompt for it, or I'm supposed to select it on the Federal Information Worksheet. However, I don't see these as options.
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