Professional Tax Software

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Tax Preparer Advance Program (TPA)

The TPA can help you with cash flow needs especially while the IRS is delaying refunds due to the PATH act.

A Portion of your tax preparation fees are acquired as receivables (future fees) by our third party vendor – CFG Merchant Solutions* – then are repaid by you after February 16 through the normal IRS funding activity.

Navigator administers the program through enrollment in your e-Account as follows:

The advance is based on IRS acknowledged returns,
You must be enrolled and approved with Navigator offering the RT program. Approval includes at least 25 bank products from prior year and in good standing as ERO with Navigator.
You must be using one of our approved transmitters for processing bank applications.
There is a maximum amount of receivables determined that will be advanced up to $5,000.
You will be advanced 50% of your tax preparation fees up to $150 per acknowledged return.
There is a fee of 1% of the advanced funds – for example the fee for an advance of $150 is $1.50.
The program runs during the tax season from February 1 – February 15th, 2018
Enrollment period ends February 10, 2018.
Collections begin after February 15th, once IRS funding begins; all fees will be taken out of your tax preparation fees funded after that date until the total maximum amount of the advance on the receivables is paid.

*Note: The TPA is subject to approval. The maximum amount is based on prior year volume; you must be enrolled in standard Refund Transfer program through one of our approved transmitters to qualify. Enrollment is open to new and prior EROs to Navigator as long as you meet prior year volume requirements. Advances provided by CFG Merchant Solutions.

CFG Merchant Solutions

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Conversions:

ATX® (1040) | Crosslink® (1040) | Drake® (1040) | Lacerte® (1040) | ProSeries® (1040) | ProSystemFX® (1040)

| TaxAct® (1040) | TaxSlayer Pro® (1040) | TaxWise® (1040) | UltraTax® (1040)

Accounting and Payroll Demo Download Click Here

Nexus 1040 Is The Industry’s Leading, Complete All-In-One Solution For Professional Tax & Accounting Businesses. Whether You’re Filing Federal, State, Individual, or Corporate, Nexus1040 Will Ensure That Your Returns Are Prepared and Filed Quickly, Accurately, and Securely.

Download The Free Demo Now and See All of The Amazing Ways Our Tax Prep Software Can Help Your Business, or Read On For More Information.

Other Features

The Single ERO, Service Bureau or Multi-Office ERO

MyReturnSync On Your Website

Your Clients Will Be Able To Enter Their Own Information, Get A Quick Refund Estimate, Then Press A Button To Send The Information To Your Office, and It Will Auto-Sync With Your Tax Software, Saving You Many, Many Keystrokes. Taxpayer Will Be Able To Create A Tax Refund Estimate On Their Computer or Any Mobile Device.

MyReturnSync Can Be Added To Your Website, Allowing Your Client To Use It Right On Your Website.

What They Can Enter:

Taxpayer & Spouse Information
Dependent Information
W2 Information
Interest Income
Self-Employment Income
Unemployment
Mortgage Interest
Real Estate Taxes
Medical Expenses
Sales Tax
Charitable Donations
Childcare Information

Once This Is Entered, It Will Give An Estimate Refund Amount and Send To Your Tax Office, Then Sync With Your Tax Preparation Software, Saving You Time & Keystrokes!

MYOfficeLync App: The ERO, Service Bureau or Multi-Office ERO Will Be Able To Check For:

Checks To Print
Accepted Returns
Rejected Returns
How Many Returns

MyDocuSync App: Tax-Payer Will Be Able To Upload:

All Documents (W2 etc.)
Images (Picture ID’s)
Sign their Tax Return using their Finger from any Mobile Device

Disbursement Methods:

Check
Direct Deposit
Debit Card
Direct2Cash

Fee Forward

River City Bank’s Economical Fee Forward Loan Program Benefits Our ERO’s By Advancing Preparation Fees On Acknowledged Returns During The Peak of Tax Season.

Fee Forward Features:

Easy Enrollment*
First Advance Made On The First Day of e-Filing
Fee Forward Proceeds Direct Deposited Daily To Your Bank Account
Stop Your Advances Any Time At Your Convenience
Repayment Taken In Installments**
Only $1.00 Per Advance

*Qualifications and Restrictions Will Apply

**Installment Repayments Will Be Taken Through The Date Designated In The Loan Note.

RECOMMENDED SYSTEM REQUIREMENTS

Dual core processor or better

4GB RAM

120 GB Hard drive space

50X CD-ROM

DirectX 9.0 compatible

19″-24″ LCD widescreen

High speed DSL/Cable/Broadband, etc.