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How to Add a Bank Application to a Tax Return in TaxSlayer
How to Add a Bank Application to a Tax Return in TaxSlayer
Angelica Acebes avatar
Written by Angelica Acebes
Updated over 2 weeks ago

Adding a bank application allows you to deduct preparation fees directly from the taxpayer's refund. Follow these steps to attach a bank application to a tax return:

1. Access the Review/Print Section

  • Navigate to Review/Print to expand the dropdown menu.

  • Click Review to open the Review screen.

2. Select Payment and Filing Method

  • In the Payment and Filing Method section, choose Refund Transfer from the dropdown menu to mark the refund as a bank product.

  • Click Update to open the Bank Application screen, where you can:

    • Add your preparation fees.

    • Choose the disbursement method.

3. Troubleshooting: Missing Refund Transfer Option

If the Refund Transfer option is unavailable, check the following:

  • There is no tax refund in the return.

  • A bank hasn’t been selected in the Configuration screen.

4. Update Configuration Settings

  • Return to the Main Menu and go to Configuration.

  • Click on the Office Provider tab and ensure a bank is selected from the dropdown menu.

Once these steps are complete, the bank application should be successfully added. Let us know if you need further assistance!

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