How can I Pay for my E-file Using my Refund?

f you're expecting a federal tax refund, you may be able to pay your TaxSlayer filing fees directly from that refund instead of paying upfront. This option, called File & Go, is available with paid TaxSlayer packages and lets a third-party bank deduct your tax preparation fees before sending the remaining refund to your bank account.

Important: Your federal refund must be large enough to cover both your TaxSlayer fees and any additional service fees associated with the refund transfer.

File & Go allows eligible taxpayers to have their TaxSlayer fees deducted from their federal refund. Instead of paying at checkout with a debit or credit card, the fees are collected when your refund is processed.

This service is provided through Santa Barbara Tax Products Group (TPG), a third-party banking partner that handles the refund transfer.

Keep in mind that File & Go includes a separate processing fee charged by the bank.

To qualify for File & Go, you must:

If your federal return shows a balance due instead of a refund, File & Go is not available.

To choose the File & Go payment option, you'll need to provide information from one of the following government-issued IDs:

Your identification must meet the following requirements:

Follow these steps when you're ready to file your return:

Once your return is accepted, the refund transfer process will be handled through Santa Barbara Tax Products Group.

By choosing File & Go, you agree to the terms outlined in the Refund Agreement.

If the IRS does not issue your refund and the bank cannot collect the tax preparation fees from the refund proceeds, TaxSlayer reserves the right to collect those fees from the account identified in your Refund Agreement.

You can review the full agreement at any time from the Review section of your return.

The location of the Refund Agreement depends on whether you've already filed.

You can find the Refund Agreement by:

You'll be shown the Refund Agreement during the e-file process when you select the File & Go option.

If you choose File & Go, you may notice an unfamiliar bank account listed on the PDF copy of your state return.

This is normal.

Because the fees are being paid from your refund, the IRS or state first deposits your refund into a temporary account managed by Santa Barbara Tax Products Group. The bank then:

The account displayed on your return belongs to the third-party bank, not to TaxSlayer.

If you owe money on your federal tax return, File & Go cannot be used.

You'll need to pay your TaxSlayer fees before filing using one of the following payment methods:

If you don't have your own card available, you may use:

At this time, no alternative payment method is available for taxpayers who owe federal taxes.

The third-party bank that processes File & Go transactions is: Santa Barbara Tax Products Group (TPG)

This bank receives the refund, deducts authorized fees, and forwards the remaining refund balance to your designated bank account.