Introduction and purpose
The Pre-Funding Report provides an early preview of taxpayer refunds scheduled to be disbursed within the upcoming 3–5 business days for a given funding week.
- Provides tax professionals with early visibility into upcoming taxpayer funding
- Helps anticipate and track fee generation potential
- Supports proactive client communication and expectations
- Aids in operational planning and resource allocation for funding days
- Reports should ideally be run on Friday afternoons, Saturday, Sunday, or Monday for best results
Example scenario
| Example | Scenario | How to Use It |
| Lauren Given | Lauren Given's tax refund has funded this week | Taxpayer's tax refund will be available on the date reflected in the “Effective Date” column. |
Report illustration
This example illustrates how the data is structured for this example, providing information about future taxpayer funding.