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1040 States

State only Refund Advantage

Per the Software Interface Guide, the state refund is manually routed through Refund Advantage. Refund Advantage distributes the Software Interface Guide to all Electronic Return Originators (EROs) enrolled in their products.
Follow these steps to enter Refund Advantage information for a client who has an amount due on the federal and a refund on the state.
  1. Within your Refund Advantage account, select
    Change Application
    . You can access this by selecting the icon placed on your desktop when you enrolled for Refund Advantage.
  2. Enter the taxpayer's SSN in the field and select
    OK
    .
  3. Select
    OK
     to the to the pop-up message stating applications are normally entered in the UltraTax CS program.
  4. Enter all remaining information to complete the application.
  5. Print the application completed in the prior step and have the taxpayer and ERO sign and date.
  6. Open the appropriate client within the UltraTax CS program.
  7. In the state input screens, select the
    Bank
     tab in the General folder.
  8. In the
    Routing transit number
     field, enter the Routing Transit Number (RTN) specified in the Manually routing the State refund through Refund Advantage section of the Software Interface Guide provided by Refund Advantage.
  9. In the
    Depositor account number
     field on the
    Bank
     screen, enter the combination of your EFIN and the taxpayer's SSN specified in the Software Interface Guide.
  10. Once the return is complete, create and transmit the electronic file.

This article applies to:

  • Product: UltraTax CS
  • Return type: 1040 Individual
  • State: All states, Alabama
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