Paid Preparers

Britt0288
Britt0288 Member Posts: 1 Newcomer

Why is that once you add PTIN and EFIN that fees cannot be paid out of refund?

Answers

  • MatthewD
    MatthewD FreeTaxUSA Team Posts: 391

    Hi,

    When you pay for an order from a refund it is referred to as a refund transfer and a third party is involved with a new bank account. The tax payer must be aware of and agree to all the conditions of the refund transfer. So we do not allow a paid preparer to use the refund transfer when doing a return for a client.