TPG Bank-Provided Resources For Their Products

TPG-Provided Website Resources

https://www.sbtpg.com/tax-pro-home# 

 

-PRIOR YEAR INFORMATION - Data below maybe outdated or not available-
The very informational and comprehensive lists of links provided in the following sections are available for tax professionals to utilize at their fingertips in serving assistance to their esteemed customers.


[SECTION 1]
TPG Prefund Products  

What is a Prefund
http://support.sbtpg.com/hc/en-us/articles/211997247-PREFUND-What-is-PreFUND

How to Opt Into a Prefund Program
http://support.sbtpg.com/hc/en-us/articles/210531208-PREFUND-How-to-opt-in-to-PreFUND-program

Prefunds - Exclusively Available on Green Dot Cards
http://support.sbtpg.com/hc/en-us/articles/210532388-PREFUND-available-exclusively-on-Green-Dot-Cards

Green Dot Card Fees
http://support.sbtpg.com/hc/en-us/articles/213765327-GREEN-DOT-CARD-Green-Dot-Card-Fees

The Timing of Prefund Loans
http://support.sbtpg.com/hc/en-us/articles/210531138-PREFUND-Timing-of-PreFUND-loans

Prefund Approval Rates
http://support.sbtpg.com/hc/en-us/articles/211206947-PREFUND-approval-rates

A Refund Not Funding
http://support.sbtpg.com/hc/en-us/articles/211208307-PREFUND-What-if-a-customer-s-refund-doesn-t-fund


[SECTION 2]
Refund Transfers:  Online Check Printing

Printing a Test Check (video link)
http://support.sbtpg.com/hc/en-us/articles/216379447-CHECKS-Printing-checks-from-TPG-website-part-1-

Printing (Live) Checks (video link)
http://support.sbtpg.com/hc/en-us/articles/216374717-CHECKS-Printing-checks-from-TPG-website-part-2-

Reissuing Check(s) If Lost, Damaged or Stolen
http://support.sbtpg.com/hc/en-us/articles/216386267-CHECKS-Reissuing-checks-with-TPG-web-printing

Voiding a Check-in Your Possession 
http://support.sbtpg.com/hc/en-us/articles/216380057-CHECKS-Voiding-checks-with-TPG-web-printing

TPG Online Check Printing Guide (35 pages)
http://www.tax-kb.com/training/pdf/TPGOnlineRemoteCheckPrintingGuide

Check Printing Problem Resolution (video)
https://vimeo.com/152009935


Related links to check-cashing, tracking, and leftover check stock

   Cashing TPG Checks:

http://support.sbtpg.com/hc/en-us/articles/206481518-CHECKS-Cashing-TPG-checks

   Tracking Printed Checks:
http://support.sbtpg.com/hc/en-us/articles/210623327-CHECKS-How-to-track-checks-that-have-been-printed

   Where to Cash TPG-Issued Checks:
http://support.sbtpg.com/hc/en-us/articles/210623857-CHECKS-Where-to-cash-a-TPG issued-checks -

   Check-Cashing Agreements:
http://support.sbtpg.com/hc/en-us/articles/207185137-CHECKS-What-if-a-bank-won-t-cash-my-client-s-check-

   Discarding Expired Checks at the Close of Tax Season:
http://support.sbtpg.com/hc/en-us/articles/209905848-CHECKS-How-to-destroy-expired-checks-at-the-end-of-tax-season


[SECTION 3]
TPG General Links

ERO login: http://support.sbtpg.com/hc/en-us/articles/212113927-WEBSITE-Tax-Professional-website-login

ERO Email to TPG: http://support.sbtpg.com/hc/en-us/requests/new

ERO Compliance Training: http://support.sbtpg.com/hc/en-us/articles/214480848-ENROLLMENT-SETUP-Compliance-Training

ERO Ordering Supplies: http://support.sbtpg.com/hc/en-us/articles/211605247-SUPPLIES-Cost-of-supplies-marketing-materials

FMC portal is a location for  EROs to review the loan status for all of their clients.  All EROs would have received their login credentials to the site upon completion of their enrollment with FMC. https://tpg.1stmoneycenter.com/sign-in