Pay Your Income Tax Preparation Fee from Your Federal Tax Refund

When you are ready to e-file your online tax returns, you now have the option to pay the income tax preparation fee out of your Federal tax refund.

Through a cooperation with University National Bank and Santa Barbara Tax Products Group, CompleteTax now offers you the Refund Transfer (RT) option, which allows you to pay your income tax preparation fee with your refund, which means no out-of-pocket expense! This tax service option now allows you to simply deduct the tax preparation fee from your refund.

Here are some details about this tax service:

*NOTE: This service is not available in the states of Arkansas, Illinois, Maryland, Maine and New York.

• This service is available for returns with a federal tax refund only.


• To take advantage of this service, you must electronically file your return and deposit your refund into your personal bank account.


• The bank processing fee for this online tax returns service is $29.95. This fee will be deducted from your refund before it is deposited into your account.
  
  Important Note: This fee is in addition to the tax preparation fee.
  
  
• Your refund must be large enough to pay for both the income tax preparation fee and the bank processing fee.

*Refund Transfers are a bank product offered by University National Bank, Member FDIC. Tax refund and e-filing are required in order to receive Refund Transfer. Bank fees apply. Product terms and conditions are subject to change without notice. Other IRS e-file options are available.

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