ROSS TAX PRO
254-Tax Consultants
Andreaa Chan'nel, MPA
EFIN 748335 · P03215544
ROSS TAX PRO SOFTWARE · 254-Tax Consultants · EFIN 748335
Pre-Submission Clearance System
PRIMEWEB Internal Workflow · Circular 230 Enforced · Transmission Gate: ERO Supervisor Only
Completion
76%
22/29 tasks
Estimated Refund
$4,843.57
Federal TY 2025
Bank Product
LFCU
New Checking Account
Circular 230
14/14
All checks passed
Transmission
LOCKED
ERO Supervisor only
Institution
Langley Federal Credit Union
Federally Insured (NCUA)
Routing: Pending Account Creation
Product Type
Refund Transfer
New Checking Account
2025 Refund Deposit
Status
PENDING ACCOUNT CREATION
Awaiting LFCU application
eSign required
IRS Compliance — Bank Product Rules (Pub. 1345 §8)
Per IRS Publication 1345, EROs must ensure taxpayers understand all bank product fees and terms before signing. The refund transfer agreement must be signed before transmission. LFCU is a federally insured credit union and an approved refund disbursement institution. All bank product fees must be disclosed on Form 8879.
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EFIN 748335 · TY2025