Bank support
Bank product setup and related software information.
4 sections · 19 articles
Bank FAQ
10 articlesHow do I Mark a Return as an Advance or Pre-Ack Advance?
Updating/Making Changes to Your Bank Enrollment Application
Where do I do the compliance test the bank requires?
Top 10 Bank Product Funding FAQs
Tax Related Bank Products - Can they be used in prior year returns?
If the IRS offsets the taxpayer's refund, will I still get paid?
Bank Partners Overview
4 articlesWhere Can I Find My Percentage of Funded Bank Products / Bank Product Report?
Can I make changes to a taxpayer's bank application after it has been sent to the bank?
What are the Transmission and Technology Fees?
Additional Fees Section in the Bank Enrollment Application
Refund Advantage
1 articleSanta Barbara Tax Products Group
4 articlesSanta Barbara Check Printing
Santa Barbara Bank App Rejects 1972 and 1652
Santa Barbara Sample Reports
Santa Barbara TPG Bank Application Reject 1801