How Can We Help You?

Most Frequently Asked Questions

I signed up for Serve Jackson Hewitt during my tax appointment - what do I do now?

After you receive a Serve Jackson Hewitt card during your Jackson Hewitt tax appointment, look for an email from Serve ([email protected]) with a unique link to verify your email and set up your online Account.

You will be asked to verify the information you provided during your Jackson Hewitt tax appointment and to set up a unique username and password.

If you can’t find the email from Serve:

• Search your email by the day you completed your Jackson Hewitt tax appointment. The Online Account Setup email was generated the same day you completed your tax appointment.

• Check your Spam or Junk Folder. Depending on your email account settings, your email provider may have treated the email from Serve as an unsolicited email and placed it in your Spam or Junk folder.

• Contact Serve Customer Service. Once you confirm you never received the email from Serve, please contact us at 1-855-431-6040 to resend the email.

NOTE: You must use the link in the email from Serve to complete Online Account Setup. Do not go to serve.com or serve.com/Jacksonhewitt and select ‘Open an Account.’ Doing so will create a new Serve Account that is not associated with the tax return you filed with Jackson Hewitt.

How do I check the status of my refund?

You can check that status of your refund on the IRS Where’s My Refund? tool, the IRS2Go App, or by calling the IRS at 800-829-1954. The IRS information is updated every 24 hours.

Serve Jackson Hewitt Customer Service does not have information on the status of your refund until it has posted to your Account.

It will take 24-48 hours for your funds to be available on your Account after your refund has been released by the IRS. You will receive an email from Serve once the refund has posted to your Account.

How do I reset my ATM PIN?

If you need to change the ATM PIN associated with your Account, follow the steps below:

1. Log in to your Serve Jackson Hewitt Account and go to "My Profile."

2. Select Change ATM PIN, located under the Settings section.

3. Confirm the current ATM PIN associated with your Account.

4. Now choose a new ATM PIN and enter it in the form fields provided. Your new ATM PIN must meet the following requirements:

   • Cannot be the same four numbers, i.e. 1111, 2222, etc.

   • Cannot be four sequential numbers, i.e. 1234, 9876, etc.

   • Cannot be the last four digits of your Social Security number

   • Cannot be the year you were born

5. Confirm your new ATM PIN and select Save Changes to save your new ATM PIN. The ATM PIN will be updated and you should use this ATM PIN moving forward.