ACH Tax Refund Posting & Liabilities
On-Demand Webinar:
StreamedFeb 10, 2026Duration60 minutes
- Unlimited & shareable access starting two business days after live stream
- Available on desktop, mobile & tablet devices 24/7
- Take-away toolkit
- Ability to download webinar video
- Presenter's contact info for questions
Missteps in ACH tax refund posting create costly liability risks and expose your institution to unnecessary losses.
This session clarifies the nuanced rules governing
ACH tax refund postings and liability allocation by breaking them down into
simple, actionable steps. Strengthen compliance, reduce exposure, and align
your operations with regulatory best practices before the next tax season
begins.
KEY WEBINAR TAKEAWAYS
- Navigating posting requirements and timeframes
- Handling ACH tax refund returns correctly
- Managing unpostable tax refunds
- Identifying potentially fraudulent refunds
BONUS MATERIALS
- Government payments quick reference card
WEBINAR DETAILS
Are you confident in your team's process for
handling ACH tax refunds? Join us for an essential session to gain complete
clarity on posting procedures and crucial liability allocation. We'll break
down the complex rules into simple, actionable steps, ensuring your team posts
refunds accurately and on time, every time. Most importantly, you will walk
away with a crystal-clear understanding of where and when liability shifts
regarding ACH tax refunds, allowing you to effectively manage risk and reduce
exposure.
WHO SHOULD ATTEND?
- ACH operations staff
- Compliance and risk officers
- Treasury management professionals
- Branch and back-office personnel
TAKE-AWAY TOOLKIT
- Employee training log
- Interactive quiz
- PDF of slides and speaker’s contact info for follow-up questions
- Attendance certificate provided to self-report CE credits
NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your institution is prohibited. Print materials may be copied for eligible participants only.
TESTIMONIALS
"This is my first year processing ACH tax refunds, so this was very informative and helpful, especially for initiating return entries to the IRS."
- Emily, The Family Credit Union
"I thought the webinar was very informative and insightful. IRS Tax refunds are always a bit tricky, so it is good to have a refresher!"
"I thought the webinar was very informative and insightful. IRS Tax refunds are always a bit tricky, so it is good to have a refresher!"
- Eileen, People First Federal Credit Union
Presented By

PaymentsFirst
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