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Enrollment is Closed
TY25 Refund Transfer Incentive Program

Enrollment ended January 15, 2026.

Please check back later for enrollment in the next tax years TaxAct Professional TY26 Refund Transfer Incentive Program.

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TY25 Refund Transfer Incentive Program Details

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.