Skip to Main Content

Earn More This Tax Season with the TY26 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 TY26 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 December 31, 2026 to opt in.

  2. Upload your W-9 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 December 31, 2026. Start the season strong and get rewarded for helping your clients get their refunds faster and easier.

(201) 555-0123 format

Interested In Changing Tax Software?*

How Did You Learn About This Content? *

TY26 Refund Transfer Incentive Program Details

To opt in to the TaxAct Professional Incentive Program, please complete the form by 12/31/2026.

To be eligible for the $5 per funded refund transfer for TY26, 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 TY25.

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

Disclosures

Must opt-in to TaxAct incentive program by December 31, 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 incentive for TY26, you must enroll, submit your W-9 before the enrollment period closes, and be approved by a participating bank to offer refund transfers. Customers new to offering bank products must complete at least 10 funded refund transfers to qualify. Returning bank product customers must complete at least 10 more funded refund transfers than they completed in TY25 to qualify. Once the applicable threshold is met, new bank product customers will receive $5 for each funded refund transfer, and returning bank product customers will receive $5 for each funded refund transfer above their TY25 total. No incentive will be paid if the applicable minimum increase of 10 funded refund transfers is not met.

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, LLC 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.