Total Transactions
7
All bank products
Total Refunds Funded
$16,450
Client refunds processed
Firm Fees Earned
$260
From funded transactions
Pending/Approved
3
Awaiting funding
Bank Products
Track TPG, Refund Advantage, and Republic Bank transactions
| Client | Bank | Product | Refund | Firm Fee | Status | Preparer | Actions |
|---|---|---|---|---|---|---|---|
Michael Johnson ***-**-4521 | TPG | Refund Transfer | $4,850 | $75 | Funded | Sarah Johnson | |
Emily Rodriguez ***-**-7832 | Refund Advantage | Refund Advance | $6,200 | $100 | Funded | Mike Chen | |
David Williams ***-**-9156 | Republic Bank | Easy Advance | $3,500 | $50 | Approved | Emily Davis | |
Sarah Thompson ***-**-2847 | TPG | Advance Pay | $8,100 | $125 | Pending | Sarah Johnson | |
James Brown ***-**-6293 | Refund Advantage | Refund Transfer | $2,900 | $60 | Rejected | James Wilson | |
Lisa Martinez ***-**-1574 | Republic Bank | Refund Transfer | $5,400 | $85 | Funded | Mike Chen | |
Robert Garcia ***-**-8461 | TPG | Refund Transfer | $7,200 | $110 | Approved | Emily Davis |