Request Due Diligence Review
The Due Diligence Review is a check box available on SB-TPG taxpayer bank applications.
This option allows the preparer to request TPG to perform a Due Diligence Review on the taxpayer applying for a bank product before approval.
Requesting a Due Diligence Review by TPG
- Once inside the return, open the taxpayer's bank application.
- Click in the box for Due Diligence Review and use X to select this option.
