Credit Balance Refund

This process refers to the request that a customer submits within the support site for Wolters Kluwer to send them the accumulated credits through the available modes.

This refers to the tab or option that the customer must click in MY INFORMATION to request in processing their credit on account.

 

The process of credit balance refund is available for ALL ATX, TAXWISE and Refunds Today customers who have renewed their tax software/program.

 

• TRUE

• FALSE

It is the main document submitted in the support site to request for the credits to be sent out via check.

• W9

• 1099 MISC

• 1040

• 1041

The W9 submitted in the support site is valid for how many months? Answer in words.

It is a symbol beside the dollar sign that indicates that the amount showing up in the page refers to the available credits on the account

• -

• *

• =

• +

This refers to the general type/mode used to process the credit balance refund

Check run occurs every _________.

The credits accumulated could be reversed in customer's credit card or ACH on file.

• TRUE

• FALSE

Check release occurs every ________