SelectSmart.comSelectSmart.com®
Before you decide
Over 20,000 selectors
NesbittWebbLLC's flowchart create and edit page

Privacy info.

▷ ▶ Disbursement Chart SelectSmart.com free Business flowcharts and decision trees.
A SelectSmart.com Flowchart by NesbittWebbLLC. See NesbittWebbLLC's 4me blog page.
Viewed 407 times. Created January 2016.
This SelectSmart.com Business flowchart, a free online decision tool is a creation of NesbittWebbLLC and for amusement purposes only. The implicit and explicit opinions expressed here are the author's. SelectSmart.com does not necessarily agree.
BusinessDisbursement Chart
By NesbittWebbLLC
Share
Search for more flowcharts          Make a flowchart
RATE THIS
FLOWCHART






How to Finalize a Return

                 
 
 
Does your client want to pay for their Tax Preparation fees upfront with a Money Order or PayPal?
YES
STOP! Call your AO or AffordaTax Corporate to get form to accept cc/debit or Wells Fargo account for cash.
 





NO




 
 
Is your Client Eligible and Does your Client want to Apply for the PreFund of up to $750?
YES
Issue a Green Dot Card, and input the numbers on the envelope into the Tax Software. Remind Client to Apply for Prefund at www.MyPrefund.com
 









 
Would your client like the balance of their Refund to be Direct Deposit in their Account?
NO
Would your client like the balance of their Refund to be issued in a Check?
NO
Would your client like the balance of their Refund on the Green Dot Card?
NO
Would your client like the balance of their Refund to be issued via Walmart Direct2Cash ($7 fee)?



YES


YES


YES


YES
 
Select Direct Deposit from the Drop Down Menu in the Top Left Hand Corner. Select RT Direct Deposit, if Fees were not paid in advance.
Select Check from the Drop Down Menu in the Top Left Hand Corner. Select RT Check, if Fees were not paid in advance.
Select Green Dot Card from the Drop Down Menu in the Top Left Hand Corner.
Select Walmart Direct2Cash from the Drop Down Menu in the Top Left Hand Corner.