Enrollment is Closed
TY23 Refund Transfer Incentive Program

To opt-in to the TaxAct Professional Incentive Program, please complete the form below by 1/31/2024. To be eligible for the $5 per funded refund transfer for TY23 you must be enrolled and approved through one of our participating banks to offer refund transfers. For further details, please reach out to our team at (866) 498-7184. Reminder: Previous customers will receive the $5 incentive once you exceed the number of funded refund transfers you completed for TY22. 

Enrollment for our TY23 Refund Transfer Incentive Program has officially closed as of 1/31/2024. 

Bank Products are offered by Republic Bank & Trust Company, Member FDIC and by Santa Barbara Tax Products Group, LLC, (TPG), a Green Dot Company, through Green Dot Bank, Member FDIC.

Pay-by-Refund (which refers to Refund Transfers) and Cash Advances are offered by Republic Bank & Trust Company, Member FDIC and Santa Barbara Tax Products Group, LLC (TPG), a Green Dot Company.

Pay-by-Refund refers to a Refund Transfer which is a fee-based product offered by Republic Bank & Trust, Member FDIC. A Refund Transfer Fee and all other authorized amounts will be deducted from the taxpayer’s tax refund.

Pay-by-Refunds offered by TPG, a Green Dot Company, are deposit products using Civista Bank, Member FDIC, that enable certain deductions from the account to be processed. Pay-By-Refunds are not loans. Tax refund and e-filing are required in order to receive Pay-By-Refund. Fees apply. Terms and conditions are subject to change without notice.

TaxAct, Inc. gets fees from some third parties, including Republic Bank and Santa Barbara Tax Products Group, LLC (TPG), that provide offers to its customers. This compensation may affect what and how we communicate Republic Bank or Santa Barbara Tax Products Group offers to you. TaxAct is not a party to any transactions you may choose to enter into with Republic Bank or Santa Barbara Tax Products Group, does not itself offer legal, financial, or investment advice, and disclaims any liability arising out of such transactions.  Please see Republic Bank and Santa Barbara Tax Products Group’s websites for full terms and conditions.