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Earn More This Tax Season with the TY25 Refund Transfer Incentive

You work hard to deliver fast, accurate refunds — now it’s your turn to earn a little extra! Enroll in the TaxAct Professional TY25 Refund Transfer Incentive Program and earn $5 for every funded refund transfer you process as a new bank product user or for any increase in refund transfers over last year’s total.

Getting started is simple — it only takes a few minutes:

  1. Complete the form below by January 15, 2026 to opt in.

  2. Upload your W9 to the secure portal (instructions provided after form submission).

  3. Once you’re enrolled and approved through one of our participating banks, you’ll be eligible to receive your incentive.

Don’t miss out — enrollment ends January 15, 2026. Start the season strong and get rewarded for helping your clients get their refunds faster and easier.

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TY25 Refund Transfer Incentive Program Details

To opt in to the TaxAct Professional Incentive Program, please complete the form by 01/15/2026.

To be eligible for the $5 per funded refund transfer for TY25, you must be:

  • Enrolled and approved through one of our participating banks to offer refund transfers, and

  • Either new to offering bank products, or exceed your number of funded refund transfers completed in TY24.

For questions, please reach out to our team at (319) 536-3571.

Disclosures

Must opt-in to TaxAct incentive program by January 15, 2026, by going to https://tapbankincentiveprogram.securefilepro.com/portal/#/login and providing your information and W9. To be eligible for the $5 per funded refund transfer for TY25 you must be enrolled, submit your W-9 prior to the close of the enrollment period, and approved through one of our participating banks to offer refund transfers. New customers will receive the $5 incentive with their first funded refund transfers. Returning customers will receive the $5 incentive once they exceed the number of funded refund transfers they completed for TY24. For further details, please call (866) 563-1457.

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. receives 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.