Presentation Transcript
:
Today’s Training :Today’s Training SECTION 1. Services & Products you offer
SECTION 2. How and what to do.
SECTION 3. Tax Stuff you need to know
SECTION 4. Make a plan and Sell This is part ONE of FOUR parts. This presentation will go over the products and services that you will be offering.
What Accurate Tax Does :What Accurate Tax Does We help you provide professional tax preparation to your customers
Prepare and file the return
Support your office
Help you sell and market taxes
Train each office for success
SERVICES :SERVICES Federal Tax Preparation
Federal Electronic Filing
State Tax Preparation
State Electronic Filing
Faster Refund Loans
Great customer service These are the services that you will be offering.
Products :Products The next slides will explain what PRODUCTS you offer.
The “product” is the BANK PRODUCT you will offer to the customer.
The product you chose will determine how fast the customer receives their refund loan.
The faster they receive their money the more the bank will charge.
Bank Products :Bank Products RAL
24-48 hour Refund Anticipation Loan
RAC
7-14 day check
I-RAL
15 minute partial loan
Paper & E-File Returns
2-4 week check mailed to customer Here are the general guidelines of the timeframes that the customer should expect there refund
RALRefund Anticipation Loan :RALRefund Anticipation Loan 24-48 hours process
The fastest way to get the FULL refund
Up to $9000 – NO SPLIT CHECKS
Print the check in your office
A loan given to the customer by the bank
NOT GUARANTEED !!!!
RACRefund Anticipation Check :RACRefund Anticipation Check 7- 14 day turnaround
When a RAL is denied it becomes a RAC
Lower fees than the RAL
Refund cycle chart for dates
Print the check in your office
I-RALInstant Refund :I-RALInstant Refund If approved by the bank, Taxpayer receives $500, $1100 or $1500 in 15 MINUTES. The rest of the refund is processed as a RAL
The I-RAL is the same as submitting the completed return, even if the I-RAL is denied
You can start submitting the I-RAL January 16th
The I-RAL if approved costs an additional $65
E-File & Paper Returns :E-File & Paper Returns You must collect the fees up front. Your office will be charged for the return, so collect those fees!!
In 4-6 weeks the refund check will be MAILED to the customer directly from the IRS
Paper returns must be signed and mailed to the IRS by the taxpayer. The address to mail the return to is under reference.
Slide 11:You should understand the products and services you offer
You need to explain all these options to your customers
You should understand all products
IRAL
RAL
RAC
PAPER
: