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Whats the difference between Direct and Indirect?

April 26, 2017indirect

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10 Posted

Whats the difference between Direct and Indirect?

1 Answer

0

10 Posted

• Dial Direct to IRS • Tax Preparer has more control • Tax Preparer has more bank options to choose from for bank products. Cons: • Tax Preparer must have EFIN and ETIN. • Tax Preparer must do PATS Testing with IRS and some States prior to sending Live transmissions. • Chase and SBBT users must send bank products indirect. Indirect Users: Tax Preparer sends files to PDI and we send on to IRS Pros: • Tax Preparer does not need to do PATS testing • Tax Preparer can send files to us via dial up, DSL or Cable modem. • Tax Preparer has access to our toll free ABC voice refund status line. • PDI takes care of all of the Chase and SBBT Transmissions.