Selecting a Bank Account for Your Repayment

Selecting a Bank Account for Your Repayment
Charlotte Baroukh

Charlotte Baroukh

Tax Expert @ Pie

5 min read

Updated: 18 Oct 2024

5 min read

Updated: 18 Oct 2024

How to Ensure Your Tax Refund Lands in Your Bank Account

Monitoring your tax refund has never been easier with the Pie Tax App. This innovative app ensures you know exactly where your repayment lands and gives you full control over your bank account details. In this guide, we'll walk you through how the app works. You'll discover that the Pie Tax App guarantees your refund goes directly to your bank account, with no percentage taken by the app, providing peace of mind and transparency in your financial transactions.

Your Step-by-Step Guide

Controlling where your tax refund will land is easy with the Pie Tax App. Follow these detailed instructions to ensure your refund is directed to your preferred bank account:

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Access the Tax Overview Section

On your homepage, locate the navigation bar at the bottom of the screen. Tap on 'Tax Overview' to access your tax progress and details.

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Locate 'Your Info'

Within the 'Tax Overview' section, scroll down to find the 'Your Info' area under your progress indicators. This section provides all the essential personal and financial details needed for your tax return.


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Update Repayment Details

In the 'Your Info' section, locate your profile information. Scroll down to the 'Repayment' section, where you'll see options for bank account selection. Use the toggle button to choose the bank account where you want your refund deposited.

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Add a New Bank Account (Optional)

If your desired bank account is not listed, you can easily add a new one. Provide the requested information, such as your bank name, name on account, bank account number and sort code. Tap 'Confirm' to save the new bank account details.

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Complete the Process

Once you've selected or added your bank account, tap 'Next' to proceed. This will complete the setup and ensure that your refund is directed to the correct bank account.

Troubleshooting Common Issues

Sometimes, issues can arise during the process. Here are some common problems and solutions:

<h5>Missing Information</h5><p><br></p><p>Complete all required fields to avoid delays in your refund processing.</p>

Missing Information


Complete all required fields to avoid delays in your refund processing.

<h5>Verify Bank Selection</h5><p><br></p><p>Ensure the correct bank account is selected to receive your refund.</p>

Verify Bank Selection


Ensure the correct bank account is selected to receive your refund.

<h5>Update and Confirm</h5><p><br></p><p>Add and confirm new bank details accurately to direct your refund properly.</p>

Update and Confirm


Add and confirm new bank details accurately to direct your refund properly.

Frequently Asked Questions

How do I ensure my refund goes to the correct bank account?

Navigate to the 'Tax Overview' section, find 'Your Info', and select your preferred bank account under 'Repayment'.


Can I add a new bank account for my refund?

Yes, you can add a new bank account by providing the requested information and tapping 'Confirm' to save the details.

Will Pie Tax take a percentage of my refund?

No, Pie Tax will not take any percentage of your refund. It will be deposited directly into your bank account.

How can I verify my bank account details in the app?

Go to the 'Tax Overview' section, scroll to 'Your Info', and check your repayment details under 'Bank Account'.

What should I do if my bank account is not listed?

You can add a new bank account by entering the required information and saving it in the 'Repayment' section under 'Your Info'.

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