Introduction and purpose
This report provides a comprehensive view of all taxpayers who have applied for an Early Refund Advance and/or Refund Advance before and/or during the tax season.
- Track the status of all submitted refund advance applications
- Identify and segment Early Advance Refunds and Refund Advance approvals
- Monitor key details including application status, date applied, repayment amount, and other important indicators
Example scenario
| Example | Scenario | How to Use It |
| Approved Refund Advance | Dylan J XXXX (first Row) was approved for a Refund Advance – Pre Ack (ERA) | Look up taxpayer on the report and view column “Approved Amount” |