Bank Manager
ATX partners with banking institutions to provide the following bank-related services:
- Bank Products, such as electronic refund checks (ERC), refund transfers (RT), and bank cards;
- FeeCollect™, which enables preparers to collect their fees electronically from their client's refund;
- FeeCollect PS Package, which enables preparers to collect their fees electronically from their client's refund with additional options for collection and disbursement;
- Protection Plus, which protects the taxpayer against software miscalculations and certain preparer errors.
The Bank Manager lets you see all the bank-related products and disbursements on a per-return basis. This includes disbursements made to your customers (via bank products) or to yourself (FeeCollect).
To open the Bank Manager:
Click the Bank Manager tab at the top of the application window.
Bank Manager
If you have not completed the enrollment process, you'll see a message with a link to the Enrollment Manager. See Enrollment Process.
Bank Products tab
The Bank Products Tab allows you to see detailed information on each return to which a bank product is attached. Bank Products can be added to 1040 returns.
Disbursements tab
The Disbursements Tab allows you track the number of disbursements distributed to your clients. You can also use Bank Manager to track amounts distributed using FeeCollect™ service.
Banks
We work with two banks - Santa Barbara Tax Products Group and 3Fund™.
Contact the banks directly to determine specific registration and enrollment requirements, fees, and benefits for each type of bank product.
How To Topics:
- Enrollment Process
- Updating Enrollment Statuses
- Setting Up E-file Fees
- Adding Bank Products to Returns
- Viewing Disbursement Details
- Re-Creating Bank Applications
- Transmitting Re-Created Bank Applications
- Printing Checks
- Configuring Printer for Check Printing
- Aligning Checks
- Reprinting Checks
See Also: