Tax Software
Tax software will be released Monday December 19th.
PTS University
The PTS University is active.
Don’t Make the $1,030.40 Mistake!
The average 2010 PTS refund was $1,030.40 higher than the average 2010 IRS refund.
PTS Holiday Hours
Monday – Friday 8:30am – 6:00pm
CLOSED: December 23rd and 26th
CLOSED: January 2nd
PTS DirectCheck
PTS Financial Services announces a new ad-on to the PTS Direct Benefits program: PTS DirectCheck!
PTS DirectCheck: Increase revenue while providing another value-added service. PTS DirectCheck can help you accomplish this – and more! PTS DirectCheck features a Direct Deposit benefit that you can offer to customers who do not have a bank account. However, any of your customers – good credit or bad – can use DirectCheck.
Ready for Tax Season? Important Facts:
1. Renew PTIN NOW!
The deadline is December 31st – although you may continue to register new employees throughout the tax season. You need to do the online registration in order to receive the PTIN immediately – if you experience problems and cannot get it done online then you may use the W-12. You can find this form at http://www.irs.gov/pub/irs-pdf/fw12.pdf
2. Remember: Paper Renewal Takes Time!
It takes 4 -6 weeks to process the paper form. As you may be aware, we don’t have long! (Hint: Deadline is December 31st)
3. Bank Compliance Training
You must complete bank compliance training and report your PTIN in order to process bank applications. River City Bank (RCB) training can be accessed online here: http://rcbtaxdivision.2012Compliance.sgizmo.com/s3/
The entire process takes approximately 30 minutes. For more information, contact Sheri McAllister: sherim@ptstax.com, 706-602-0597 ext 117
4. Check Stock
Check stock has begun shipping to all offices that currently have an EFIN. Contact Lisa Poe, Affiliate Relations Director: lisap@ptstax.com; 706-602-0597 ext 114 no later than Jan 5th if you haven’t received your checks for bank product returns
5. Continue Marketing!
Follow up with prior tax-year customers! Phone calls, postcards, and letters – any correspondence will work. If you need help with this, contact Sarah Starratt in PTS Marketing for ideas: sarahs@ptstax.com, 706-602-0597 ext 122
