The NEW enrollment widget for Pay By Refund is live via My Account.
Pay By Refund enrollment is now available for tax year 2019, and is a new process this year. To enroll, follow the steps in this article:
Items to be aware of:
- High level enrollment status’ will be returned (Approved, Pending, Denied) this week and can be viewed in My Account.
- Beginning 11/18/2019, customers will have detailed reasons for Rejected (Denied) enrollments.
- Once the product is available, you will have an Enroll Now button in-product to access the My Account enrollment widget within:
- ProSeries Practice Setup wizard and Tools>Options>Enrollment Option
- Once the product is available, you can view enrollment status in-product via:
- ProSeries Tools>Options>Enrollment Options