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
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.