No cost tax preparation software loan

Renew TaxAct without paying up-front1

NEW! Industry's lowest minimum Refund Transfer volume requirement reduced for 2025

Software Purchase Assistance

Renew your software today

 

With a $0 cost/0% interest software loan

15+

NEW! Must process 15+ Refund Transfers (RTs) with 85%+ funding rate to qualify*

$0

No cost

9 mo

Available May 1 - Feb. 9**

* To qualify you must have 15 or more taxpayers that applied for the Refund Transfer with 85% or more of those Refund Transfers receiving IRS and/or State funding.

** Check with transmitter for availability.

Lock in your tax software renewal

You may qualify if you processed 15+ RTs last tax season

Apply for a loan to purchase TaxAct with Software Purchase Assistance (SPA).2 The loan is repaid from the tax preparation fees withheld from IRS or State funded Refund Transfers.

 

    • 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

 

Applying is easy

 

Don't pay more by waiting to renew your software

tax software loan

Contact

Contact TaxAct

Confirm you are using sbtpg and want to renew TaxAct using Software Purchase Assistance.

Help buying tax software

Apply

Complete a quick application

Complete the brief application provided by TaxAct 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 Feb. 9

 

Contact TaxAct to get started

Contact TaxAct

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.

2 All third-party names and logos are trademarks of their respective owners. These owners are not affiliated with SBTPG or Green Dot and have not sponsored or endorsed SBTPG or Green Dot products or services.