IRS unsure on preparer testing content
Be aware, the IRS stated today that it has not made any determination on what materials will be considered for the 2011 tax preparer testing requirements. Many tax training programs are currently being released trying to capitalize on preparers anxiety relating to this new requirement, you should be very wary of purchasing materials this year. […]
Bank Applications processing
Once your office has an EFIN (electronic filers identification number), we will be submitting your office for bank processing. This process will allow you to have your fees withheld from your clients tax refund. There is the possibility that you might get a call from the bank to verify contact info and office location. Please […]
Tax Office EFIN Applications
New Federal Direct Partners should make sure that your EFIN applications have been processed. These applications take aproximately 6 weeks for processing with the IRS and without an EFIN you cannot e-file return or offer bank products. If you are not a CPA, EA, or Attorney, you will need to also complete a fingerprint card for the […]
Same Day Cash for your tax clients!
Federal Direct has secured a RAL replacement product for the coming tax season. With the removal of the debt indicator, banks availability of a RAL product has been up in the air ever since August. Federal Direct is very happy to be able to announce that we have a product for our partners to offer […]
IRS releasing emails regarding PTIN applications
The IRS is releasing email messages informing PTIN applicants that you may have an open PTIN application with the service that needs to be completed. This message relates to many people who were forced to apply through multiple email addresses in order to get their temporary password for online PTIN application. If you have been […]