Starting January 2nd, qualifying customers will be able to offer a Fast Cash Advance (also sometimes known as Pre-Ack Loans). This is an advance program for taxpayers, by checking the appropriate boxes on the respective Bank App form found in the tax return. (If the Bank App form does not appear after checking the appropriate Bank box on the Main Information sheet, make sure you have checked for updates through Communications > Get Module Updates)
On the Santa Barbara bank app form, the section will appear as:
For qualifying EPS customers, the section on the EPS bank app will appear as:
If these forms do not appear even after performing your module updates and you are a qualifying bank product seller, please reach out to our support team.
Solution Articles:
Adding a Bank Product to a Return
