The Refund Advance is an optional tax-refund related loan provided by Pathward®, N.A., Member FDIC (it is not the actual tax refund) at participating locations. 1. The Refund Transfer is an optional tax refund-related product offered by Pathward®, N.A., Member FDIC.

Understanding the Context

The Refund Transfer is not a loan. E-filing of tax return is required to be eligible for the product. Subject to approval. Fees apply.

Key Insights

See terms and conditions for details. 2. Visa’s Zero Liability policy does not apply to certain commercial card and anonymous prepaid card transactions ... About Refund Advantage Our focus is, and has always been, on helping the independent tax professional remain competitive in their markets. Last year, our system serviced more than 43,000 tax offices and issued more than $1 billion in advance loans to taxpayers.

Final Thoughts

We also partner with and are integrated in more than a dozen tax software programs, making Refund Advantage an easy switch for most ... The Refund Advance is an optional tax-refund related loan provided by Pathward, N.A., Member FDIC (it is not the actual tax refund) at participating locations. Program availability and loan amounts may vary based on state and software provider. The Refund Advantage Guide to Your Best Tax Season! Read more information about the All-in-One solution for taxpayer advance loans, credit & debit processing, refund transfers and more! We’re here to help!

Reach out to us with any questions about enrollment, refund transfers, advances, or even marketing materials! Taxpayer Refund Advance Loans give your clients easy access to a portion of their refund at no cost to you or your customer.