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BusinessDisbursement Chart
By NesbittWebbLLC
Category: Business. Viewed 539 times. Created January 2016.     Disclaimer.   
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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.