ACH Tax Refund Posting & Liabilities
February 10, 2026
Live Webinar
DateFeb 10, 2026Duration60 minutes
08:00 AM PST09:00 AM MST
10:00 AM CST11:00 AM EST
- Unlimited connections for your institution
- Available on desktop, mobile & tablet
- Take-away toolkit
- Presenter’s contact info for questions
On-Demand Webinar
- 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.
Presented By

PaymentsFirst
Other Webinars That Might Interest You

ACH Risk Management: Building a Robust Defense
by Randy Traynham

Final IRA RMD Regulations, Deadlines, Calculations, Reporting & More
by Loni Porta

Defaults on Consumer Mortgage Loans: Next Steps, Mitigation, Foreclosure Alternatives & More
by David A. Reed

Frontline Series: Minor Accounts: Ownership, CIP, Access, Changes & Transactions
by Deborah L. Crawford

Fraud Series: Confronting ACH Origination Fraud
by Trevor Witchey

Creating a Unique Strategic Plan for Your Financial Institution
by Marcia Malzahn

Writing a Teller Training Program
by Deborah L. Crawford

IRA Series: Roth IRA Distributions
by Loni Porta

Who Is Liable? Forgeries, Remotely Deposited Items, Fraudulent ACH, Unauthorized Electronic Withdrawals & More
by Shelli Clarkston

UPDATED Financial Industry Essentials Module 3: Business Accounts: Deposits, Loans & Account Ownership
by Dawn Kincaid
This Webinar Appears In
© 2026 FINANCIAL EDUCATION & DEVELOPMENT, INC



