In preparation for the upcoming opening of Pre-ACK Advance Products on Monday, January 2, uTax is providing schedule information and important reminders about steps you need to take prior to transmitting returns.
Pre-Ack Advance Readiness Schedule: (All times stated are Pacific)
Wednesday, Dec 28 or Thursday, Dec 29: The latest software update 2023.05 becomes available. Be sure to transmit to pickup and apply all updates to ensure you are at the most current version of the software.
Saturday, Dec 31: Just before midnight, our Central Site will release Bank Applications (aka EFIN records) to the software. No action on your part is needed.
Sunday, Jan 1: Just after midnight, partners can transmit and pick up their Bank Enrollment Approval Status records. After transmitting, applying any software updates, and receiving your bank status record – bank applications can be attached to client tax returns.
After ALL bank enrollment status records are released, our Central Site will begin accepting returns containing bank applications. Note: Only Pre-Ack Advance bank applications will be forwarded to the banks for processing (on Sunday, Jan 1).
We do not recommend sending e-File only returns (no bank applications attached) at this time, prior to the official opening of e-File later in January (Exact date to be announced soon by the IRS. Last season, e-File opened on Jan 24).
Monday, Jan 2: Our Central Site will begin sending bank applications to banking partners. The exact timeframe for processing Pre-Ack Advance Applications by our banking partners may vary. Please set expectations for your clients accordingly.
Partners must have completed your office setup and enrollment at EMP and be approved by your selected banking partner, including compliance testing, before you can submit Pre-Ack Advance applications. Refer to your latest Action Required! Enrollment Reminders sent from email@example.com for instructions.
Don’t forget, there are 20 states that have regulations for preparers who offer tax refund loan products, including registration requirements. Learn more HERE.
Before transmitting any returns, be sure to complete the following:
Verify your fees to ensure accuracy. Once a return is transmitted to our Central Site, it cannot be changed.
Add a bank application to any returns created prior to bank applications becoming available in the software program. Refer to Schedule listed above for availability.
Complete and/or verify your default EFIN configuration in the program (to minimize manual data entry on each return).
Easy to follow instructions for completing the steps listed above can be foundHERE.
Questions & Assistance:
For any questions about your approval for offering Pre-Ack Advance Products (or other bank product options), please contact your banking partner.
Refund Advantage Tax Pro Support at 800.967.4934 | Website
Republic Bank Tax Pro Support at 866.491.1040 | Website
TPG (Returning) Tax Pro Support at 800.779.7228 | TPG (New) Tax Pro Support at 877.901.5646 | Website
For more information on retrieving and installing software updates, refer to instructions located in the Quick Start Guide, beginning on page 33. For all other questions, please contact our Partner Support Team at 206-209-2653.
We are closed this upcoming weekend (Dec 31, Jan 1) but will be open on Monday, Jan 2 from 7:00 AM – 7:00 PM PT.