Select Bank Products
To deduct preparation fees from your client’s refund, select Bank Products as the return type and choose the corresponding bank.
For this example, choose 3Fund.
Navigate to the 3F App Page
Go to 3F App Pg 1.
Note: If the page doesn’t automatically populate, deselect Bank Products and 3Fund, then reselect them until the 3F App page appears.
Complete the 3F App Page
Answer the questions on this page.
Typically, the answer to the first question is No.
Choose the Refund Disbursement Method
Select the disbursement method for the refund:
RT = Mailed check
RTDD = Direct deposit
Typically, you’ll select RTDD for direct deposit.
Enter Banking Information
Enter the taxpayer’s banking details for direct deposit. Double-check for accuracy to avoid delays.
Set Alert Preferences
Choose the alert preferences for the client:
Typically, select No to avoid having the bank solicit your clients.
If the client wants notifications, opt them in for text or email alerts.
Confirm Identity Verification
Verify the taxpayer’s identity by selecting a verification method:
Typically, select Copy of a Previous Year Return.
Enter ID Information
Input the taxpayer and spouse’s ID details, if applicable.
Note: Bank products will not allow filing with an expired ID, even though the IRS permits it.
Additional Resources
For a visual step-by-step tutorial, check out this guide: 3Fund Page Completion Tutorial.
Following these steps ensures accurate setup for the 3Fund page. Double-check all entries, especially banking information, to avoid issues with refund disbursement. If you experience difficulties, refer to the tutorial linked above or contact support.