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ProSeries® QuickCollect
Collections made simple. Client payments made convenient.
Offered in partnership with Santa Barbara Tax Products Group (SBTPG), ProSeries QuickCollect gives your clients the option to pay you out of their refund.
They'll get their refund faster and you can rest easy knowing you will get paid at the same time they get their refund. QuickCollect is not a loan or a refund transfer.
Sign up for QuickCollect today. Sign Up Today
Advantages to You and Your Clients
What's in it for you:
- Business Growth: Accept more clients, including those you would typically turn away.
- Payment Assurance: Lower risk of slow or no pays by having your fees taken out of the refund.
- Fast Collections: Save time by eliminating collections work.
- Improved Cash Flow: Receive payment when your client gets their refund.
- Nominal Fee: Flat $15 fee per transaction is a fraction of the cost of doing collections.
What's in it for your clients:
- Fast Refund: Get refund sooner than traditional mail.
- Financial Convenience: No out-of-pocket cost to get return done.
- Trusted Accuracy: Confidence because you prepared their return.
How it Works
How It Works
ProSeries QuickCollect is offered in partnership with a bank product but it is NOT a loan. You simply pay the bank a flat fee to withhold your preparation fees from the client's refund and then distribute the balance of the refund to your client as a direct deposit.
See how to use QuickCollect when your client doesn't have a bank account.
Step 1:
Enroll with SBTPG from within ProSeries by late December to ensure you are all set when the season starts. There are no signup fees and no obligation to sign up.Step 2:
Prepare the return same as always. The only difference is to check the "QuickCollect" option before e-Filing the return. Then have the client sign the release form provided by the bank.Step 3:
Sit back and wait for the funds to be deposited into your account, typically within 10-14 days. If your client does not have a bank account, you can choose the Refund Card option.FAQs
Frequently Asked Questions
- What is the difference between QuickCollect and Refund Transfer?
- What if my client doesn't have a bank account?
- Can I offer both QuickCollect and bank products such as Refund Anticipation Loans (RALs) and Refund Transfers (RTs)?
- Is this a loan?
- How soon would I get my payment?
- How much does QuickCollect cost?
- Who pays the $15 QuickCollect fee?
- What if my client is not getting a refund?
General Information
-
What is the difference between QuickCollect and Refund Transfer?
With QuickCollect there are no bank fees paid directly by the taxpayer and the only method for disbursement of the refund is direct deposit. With a Refund Transfer the taxpayer pays a $35 account setup fee and can select to have their refund distributed as a check that the preparer would print in their office.
-
What if my client doesn't have a bank account?
No problem — put your clients refund on an Intuit Refund Card so you can take advantage of QuickCollect.
-
Can I offer both QuickCollect and bank products such as Refund Anticipation Loans (RALs) and Refund Transfers (RTs)?
Preparers will be able to participate in either QuickCollect or bank products, but not both.
-
Is this a loan?
No. ProSeries QuickCollect is not considered a "bank product" because a bank is involved in the process. There is no loan given or interest charged. The bank fee is a low, flat rate per return.
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How soon would I get my payment?
The preparation fees collected by the bank are deposited into the preparer's designated bank account when the IRS pays the refund, which is usually 10-14 days after the return is filed.
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How much does QuickCollect cost?
ProSeries QuickCollect has a small $15, one-time fee per return. There are no additional fees charged from ProSeries.
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Who pays the $15 QuickCollect fee?
The bank takes the $15 fee out of the tax preparation fee that is collected from the taxpayer refund. Many tax preparers choose to build this fee into the total preparation fee that they charge to their client.
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What if my client is not getting a refund?
In this case, you would not be able to utilize QuickCollect. Intuit does offer credit card solutions to allow you to collect payment before filing the return.
Terms, conditions, features, pricing, support and service are subject to change at any time without notice.
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