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Quickly and easily supplement your core business and grow your revenues by using IntelliTax FastFile to offer refund loans, electronic filing and professional tax return preparation services.  Even with minimum tax knowledge, you'll find the IntelliTax FastFile process fast and easy:

• Your customer provides basic tax information on an interview sheet
• You enter their information on the IntelliTax FastFile computer screen and transmit to a Processing Center
• Tax professionals at the Processing Center review the information, create a tax return and e-file it with the IRS and a participating bank
• Upon approval you print their refund loan check and completed tax return in your office
• It's that easy!

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Highlights

Provide tax refunds quickly, attracting new customers and new revenue.  Taxpayer picks up their refund loan check at your business and may immediately us it to purchase your other products and services, generating additional revenue for you.  On-screen help guides you through the input process so minimal training is needed.  Self-guided interview sheets and data entry makes tax preparation quick and easy.  Requires minimal tax knowledge so you may quickly and easily offer electronic filing services.  Print refund loan checks in your office for fast customer service.  All returns are reviewed by a tax professional so you feel confident about the quality of tax preparation service you provide.

IntelliTax FastFile is the product for you if:

• Your core business is not related to taxes

• You have limited tax knowledge

• You previously offered electronic filing

IntelliTax FastFile Supports

• Federal and state tax preparation with electronic filing that may include a direct deposit
• Tax situations include:  EIC, simple itemized deductions, child care, extra child tax credit and small businesses
• Bank Products for Refund Anticipation Loans (RAL), Preferred Electronic Refund Checks (PERC) and Direct Deposit bank Products

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Your current customer may desire a fast refund if:

• Their adjusted gross income is $30,000 or less

• They may not have a bank account

• They are likely to qualify for Earned Income Credit (EIC)

Key Features

• Interview Sheets - Self-guided, easy-to-use interview sheets assist your customer in collecting common tax information and then you easily enter the data into IntelliTax FastFile.

• Integrated Electronic Filing and Bank Products - Use Ultimate Tax Service's partner bank, Santa Barbara Bank and Trust, to provide Refund Anticipation Loans (RALs) and Preferred Electronic refund Checks (PERCs) in conjunction with electronic filing.

• Estimator - Quickly estimates the customer's tax return and net refund  using basic W-2, filing status and dependency  information.  You and your customer then determine whether or not to proceed with completing the IntelliTax FastFile interview for tax preparation.

• Up-to-date Information -  A Client Profile screen provides electronic filing status information, allowing you to answer your customer's most common questions  about their tax return.

• On-site Check Printing - Print your customer's refund check on-site, keeping your services competitive by offering the fastest refund possible.

• Employer Identification Number Data - After entering EIN company information once on the return, when your enter the EIN on subsequent forms the company name and address auto-display, saving keystrokes and time.

• Zip Code Database - When you enter the zip code the city and state auto-display, saving keystrokes and time.

• Extensive Reports - View the status of band products and electronically filed returns through numerous pre-built reports so you stay up-to-date on the progress of your customer's tax return and refund.

• IntelliTax Update - Automated program updates eliminate the worry of manually applying the latest Program and State Service Releases

• Support for Other Fees - Allow offices to collect for goods or services other than tax preparation

System Requirements