Live Webinars: Offered Oct. 1 - Jan. 10.
Training Videos: These are offered 24/7 on the Helpful Information and Training Tab.
Onsite Training: For a nominal fee, we can come to you.
YouTube Training: Search "TaxMaxTV"
This is something the dealership can create to assist in advertising. Once the dealership creates the coupon, this coupon should be handed out to everyone that enters the dealership as well as in all forms of advertising.
Simply input a fee of $0 - $99 while inputting the customer's information online. Tax Max will handle the rest by deducting the first $594 for next years program and cut you a check for the difference at the end of tax season.
This is not the same as a deferred down payment. The additional payments can extend beyond the second regular payment, and irregular payments are subject to finance charges. Currently, you may have a deal structured with a pick up payment, deferred down, side notes, trying to collect that extra cash. With the Irregular payment, you can remove all these options and have it structured into the contract.
The irregular payment is scheduled directly in the contract and accrues interest. The 4th quarter program is best used as a pick up payment, side note or deferred down. Either strategy will assure you have the best tax season yet.
In order for strong success with our program we recommend you do the following:
Attend one of our training webinars where we will go over best practices
Utilize one of our DMS partners which offers seasonal/irregular payments
Upon bank approval, (which is not based on credit) a customer can receive 25%, 50% or 75% of their refund within hours. Once the IRS releases the refund, the remaining funds will be released minus the refund advance.
You have several options. Take advantage of our split check feature and generate two checks or swipe the debit card for the balance due and give the remaining balance and card to the customer. However, this is your best opportunity to collect future payments or sell additional products or services.
Under the 1st quarter Check Refund Tab you will be able to track the status of all your tax deals. When the status changes to “Funds Sent to Dealership via…” you then will have the ability to retrieve the customers refund via the delivery option you had selected.
No. The refund advance is based upon bank approval. Tax Max has no authority in the approval process and is not affiliated with the partnering bank. The refund advance program is subject to change at any time and is expected to be available until the end of February.
The Drive Now Network’s focus is specifically to capture the customer’s tax refund check as a down payment starting in October. We will provide you real time leads of individuals looking to buy a car using their anticipated refund.