{"id":1049,"date":"2015-11-25T18:25:06","date_gmt":"2015-11-26T00:25:06","guid":{"rendered":"https:\/\/taxprocenter.proconnect.intuit.com\/?p=1049"},"modified":"2016-07-30T13:09:45","modified_gmt":"2016-07-30T18:09:45","slug":"tax-pros-profit-with-pay-by-refund","status":"publish","type":"post","link":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/tax-pros-profit-with-pay-by-refund\/","title":{"rendered":"Tax Pros Profit With Pay-by-Refund"},"content":{"rendered":"<p><span style=\"font-weight:400;\">Dictionary.com defines convenience as \u201canything that saves or simplifies work,\u201d or \u201cadds to one&#8217;s ease or comfort.\u201d<\/span><\/p>\n<p><span style=\"font-weight:400;\">You might not think of yourself as selling \u201cconvenience,\u201d but it is a large reason why your customers hire you. They bring you a folder, shoebox, binder or stack of papers, and you magically transform it into a neatly typed and organized document that meets their complex obligations to the IRS.<\/span><\/p>\n<p><span style=\"font-weight:400;\">The service you provide saves your clients the time required to keep up with the ever-changing tax codes and regulations. It also frees them from learning complex technical terminology and calculations, and gives them confidence that their return has been completed properly. For your clients, the sum of your service fits the definition of convenience to a T.<\/span><\/p>\n<p><span style=\"font-weight:400;\">When we look at tax preparation from this angle, it opens a whole new perspective on ways to improve your client relationships and grow your business by asking the questions like \u201cHow can I simplify processes for my clients?\u201d and \u201cHow can I add to their ease or comfort?\u201d Intuit<\/span><span style=\"font-weight:400;\">\u00ae<\/span><span style=\"font-weight:400;\"> has created the <\/span><a href=\"https:\/\/proconnect.intuit.com\/client-benefit-suite\/\" data-wa-link=\"body_cbs\"><span style=\"font-weight:400;\">Client Benefit Suite<\/span><\/a><span style=\"font-weight:400;\"> to help you do just that.<\/span><\/p>\n<p><span style=\"font-weight:400;\">One of the most popular services in the Client Benefit Suite is <\/span><a href=\"https:\/\/proconnect.intuit.com\/pay-by-refund\/\"><span style=\"font-weight:400;\">Pay-by-Refund<\/span><\/a><span style=\"font-weight:400;\">, a product that enables taxpayers to pay for tax preparation directly from their refund. According to the IRS, in 2014, nearly 80 percent of all individual income tax returns yielded a refund <\/span><span style=\"font-weight:400;\"><sup>1<\/sup><\/span><span style=\"font-weight:400;\">, so it is likely that the majority of your clients can take advantage of this convenient service. It not only makes their lives easier, but also streamlines and expedites your receivables process. Taxpayers are charged a one-time $35 bank setup fee per Federal return for the service, and this fee is deducted from their refund just like your tax preparation fees.<\/span><span style=\"font-weight:400;\"><sup>2<\/sup> <\/span><b>There are no additional costs to your client, and there is no cost to you for this service.<\/b><\/p>\n<p><b>In fact, you can earn money by offering <\/b><a href=\"https:\/\/proconnect.intuit.com\/pay-by-refund\/\" data-wa-link=\"body_pbr\"><b>Pay-by-Refund<\/b><\/a><b> to your refund clients:<\/b><\/p>\n<ul>\n<li style=\"font-weight:400;\"><span style=\"font-weight:400;\">Earn $10 for funded Pay-by-Refund transactions.<\/span><span style=\"font-weight:400;\"><sup>2<\/sup><\/span><\/li>\n<li style=\"font-weight:400;\"><span style=\"font-weight:400;\">Earn an additional $15 for Pay-by-Refund transactions, funded onto a new American Express Serve<\/span><span style=\"font-weight:400;\">\u00ae<\/span><span style=\"font-weight:400;\">card.<\/span><span style=\"font-weight:400;\"><sup>3<\/sup><\/span><\/li>\n<li style=\"font-weight:400;\"><span style=\"font-weight:400;\">Earn up to $250 for referring a friend to the ProSeries<\/span><span style=\"font-weight:400;\">\u00ae<\/span><span style=\"font-weight:400;\"> Pay-by-Refund.<\/span><span style=\"font-weight:400;\"><sup>4<\/sup><\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight:400;\">It is important to note that Pay-by-Refund is not a loan against the refund. In addition, the refund is not going into your bank account; instead, it\u2019s being deposited into a temporary bank account, established with one of our participating banks on behalf of the taxpayer. Once funded, the taxpayer can withdraw the funds from an ATM or have the funds loaded onto a prepaid debit or credit card. It might sound complicated to facilitate this, but it couldn\u2019t be simpler. The bank handles the setup and you enable the process with just a few simple clicks in product.<\/span><\/p>\n<p><span style=\"font-weight:400;\">It\u2019s easy to offer Pay-by-Refund as a convenience option to your clients. To get started, you must be an approved IRS e-file provider and must sign up and be approved to issue refund transfers by one of our participating banks: <\/span><a href=\"https:\/\/www.sbtpg.com\/\" data-wa-link=\"body_sbtpg\" target=\"_blank\"><span style=\"font-weight:400;\">Santa Barbara Tax Products Group (TPG)<\/span><\/a><span style=\"font-weight:400;\">, <\/span><a href=\"https:\/\/www.refund-advantage.com\/\" data-wa-link=\"body_refundadv\" target=\"_blank\"><span style=\"font-weight:400;\">Refund Advantage<\/span><\/a><span style=\"font-weight:400;\">, <\/span><a href=\"https:\/\/www.republicrefund.com\/\" data-wa-link=\"republicrefund\" target=\"_blank\"><span style=\"font-weight:400;\">Republic Bank <\/span><\/a><span style=\"font-weight:400;\">or<\/span><a href=\"http:\/\/www.rcbral.com\/products.aspx\" data-wa-link=\"body_rcbral-products\" target=\"_blank\"><span style=\"font-weight:400;\">River City Bank<\/span><\/a><span style=\"font-weight:400;\">.<\/span><\/p>\n<p><span style=\"font-weight:400;\">For Lacerte<\/span><span style=\"font-weight:400;\">\u00ae<\/span><span style=\"font-weight:400;\"> and Intuit<\/span><span style=\"font-weight:400;\">\u00a0Tax Online Users: <\/span><a href=\"https:\/\/www.refund-advantage.com\/default.aspx?e=2\" data-wa-link=\"body_refundadv\" target=\"_blank\"><span style=\"font-weight:400;\">Refund Advantage.<\/span><\/a><\/p>\n<p><b>Pay-by-Refund Benefits Summary:<\/b><\/p>\n<ul>\n<li style=\"font-weight:400;\"><span style=\"font-weight:400;\">Streamline your receivables by getting paid directly from your client\u2019s refund.<\/span><\/li>\n<li style=\"font-weight:400;\"><span style=\"font-weight:400;\">Provides your clients with a useful alternative to paying by check or credit card.<\/span><\/li>\n<li style=\"font-weight:400;\"><span style=\"font-weight:400;\">Your clients pay nothing out of pocket to pay your tax prep fees.<\/span><\/li>\n<li style=\"font-weight:400;\"><span style=\"font-weight:400;\">No charge to you to offer this service \u2013 just a one-time $35 bank setup fee per Federal return paid by your client out of their refund.<\/span><\/li>\n<li style=\"font-weight:400;\"><span style=\"font-weight:400;\">Provides you with an additional revenue stream for your business.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight:400;\">To learn more or get started, click <\/span><a href=\"https:\/\/proconnect.intuit.com\/pay-by-refund\/\" data-wa-link=\"body_pbr\"><span style=\"font-weight:400;\">here<\/span><\/a><span style=\"font-weight:400;\">.<\/span><\/p>\n<p><span style=\"font-weight:400;\"><sup>1\u00a0<\/sup><\/span><span style=\"font-weight:400;\">Source: IRS http:\/\/www.irs.gov\/uac\/SOI-Tax-Stats-Tax-Stats-at-a-Glance<\/span><\/p>\n<p><span style=\"font-weight:400;\"><sup>2\u00a0<\/sup><\/span><span style=\"font-weight:400;\">Offer available for current ProSeries<\/span><span style=\"font-weight:400;\">\u00ae<\/span><span style=\"font-weight:400;\">, Lacerte<\/span><span style=\"font-weight:400;\">\u00ae<\/span><span style=\"font-weight:400;\"> and Intuit Tax Online customers only for a limited time only. Credit applies to Pay-by-Refund transactions through a participating bank only. Participating banks are Santa Barbara Tax Products Group, Refund Advantage, Republic Bank, and River City Bank. You must adopt industry refund transfer best practice principles by charging customary and reasonable processing fees to be eligible. Earn a $10 credit for every federal Pay-by-Refund transaction funded through a participating bank from Jan. 1, 2016 through April 30, 2016 beyond the number of Pay-by-Refund transactions (formerly called \u201cRefund Transfers\u201d) from the prior tax year. Credits will be delivered from participating banks by May 31, 2016. $35 one-time bank set up fee applies to each federal Pay-by-Refund transaction. Additional fees apply to state Pay-by-Refund filings. Terms, conditions, pricing features and support for all offers subject to change without notice.<\/span><\/p>\n<p><span style=\"font-weight:400;\"><sup>3\u00a0<\/sup><\/span><span style=\"font-weight:400;\">Offer only available to valid license holders of Intuit&#8217;s ProSeries or Lacerte products. Requirements to receive $15 from Intuit: (1) successfully register with American Express via ProSeries or Lacerte to offer the American Express Serve\u00ae Card (\u201cCard\u201d), (2) obtain the client&#8217;s acceptance of the Card terms and conditions and consent to submit the Card registration, (3) registration must be initiated via ProSeries or Lacerte and approved by American Express by May 15, 2016 and (4) a Direct Deposit of tax refunds totaling $15 or more must be made to the new Card. Joint filers are considered a single client making you eligible for $15 only. No payment shall be made for rejected Card registrations or tax filings. Limit of $15 in total incentives per Card. Refunds deposited to existing Cards or any other American Express prepaid product are not eligible. Intuit reserves the right to recoup amounts paid (or may elect to withhold future payments) where fraud or other illegal activity is suspected. Payment provided by Intuit and will be made prior to Dec. 31, 2016. Terms, conditions, pricing, features and support for all offers subject to change without notice.<\/span><\/p>\n<p><span style=\"font-weight:400;\"><sup>4\u00a0<\/sup><\/span><span style=\"font-weight:400;\">See details at <\/span><a href=\"https:\/\/refer.accountants.intuit.com\/micro\/microsite6?channel=other&amp;source=RTs\"><span style=\"font-weight:400;\">https:\/\/refer.accountants.intuit.com\/micro\/microsite6?channel=other&amp;source=RTs<\/span><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Dictionary.com defines convenience as \u201canything that saves or simplifies work,\u201d or \u201cadds to one&#8217;s ease or comfort.\u201d You might not think of yourself as selling \u201cconvenience,\u201d but it is a large reason why your customers hire you. They bring you a folder, shoebox, binder or stack of papers, and you magically transform it into a<\/p>\n","protected":false},"author":107079582,"featured_media":1060,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"rkv_browse_by_id":0,"rkv_cta_id":0,"rkv_optimize_for_pagespeed":false,"jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"useModifiedDate":false,"customPublishDate":"","_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":false,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"_wpas_customize_per_network":false},"categories":[507998780,116807],"tags":[508741842],"intuit_collection":[],"intuit_series":[],"coauthors":[509474221],"class_list":["post-1049","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-grow-your-practice","category-practice-management","tag-pay-by-refund"],"header_image":"","yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.3 (Yoast SEO v27.3) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Tax Pros Profit With Pay-by-Refund - Tax Pro Center | Intuit<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/tax-pros-profit-with-pay-by-refund\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Tax Pros Profit With Pay-by-Refund - Tax Pro Center | Intuit\" \/>\n<meta property=\"og:description\" content=\"Dictionary.com defines convenience as \u201canything that saves or simplifies work,\u201d or \u201cadds to one&#8217;s ease or comfort.\u201d You might not think of yourself as selling \u201cconvenience,\u201d but it is a large reason why your customers hire you. 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