Why wait to buy tax preparation software?

Purchase your software now without paying anything up-front1

Software Purchase Assistance

Purchase software today

With a $0 cost/0% interest software loan

20+

Must process 20+ Refund Transfers (RTs) with 85%+ funding rate to qualify*

$0

No cost

8 mo

Available May 1 - January 1

* To qualify you must have 20 or more taxpayers that applied for the Refund Transfer with 85% or more of those Refund Transfers receiving IRS and/or State funding.

Lock in the best price

Take advantage of discount prices

Apply for a loan to purchase tax preparation software with Software Purchase Assistance (SPA). The loan is repaid from the tax preparation fees withheld from IRS or State funded Refund Transfers.

 

    • Biggest discount - some software providers offer discounts for purchasing software early
    • Peace of mind -  eliminate worry by securing your software today
    • No cost - this is a $0 loan - seriously!
    • Convenience - software purchase is conveniently repaid during tax season
    • Get software early - receive your tax preparation software with the initial release

 

Applying is easy

Don't pay more by waiting to purchase your software

tax software loan

Contact

Contact your software provider

Let them know you are using sbtpg next tax season and want to purchase tax preparation software using Software Purchase Assistance.

Help buying tax software

Apply

Complete a quick application

Complete the brief application provided by your software provider and they will submit the completed application to sbtpg.

3

Get a Decision

Receive notification of loan decision

You will be notified of the loan decision within 7 business days. You'll receive software with the initial release.

Available through Dec. 31

 

Tell your software provider you want to buy software today with Software Purchase Assistance

1 Advance is subject to approval. Must enroll in Standard Refund Transfer program to qualify; all discount programs offered through SBTPG are excluded from this program. Software Purchase Assistance advances provided by Green Dot Bank, Member FDIC. Check with transmitter for availability.