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

1. Once inside the return, open the taxpayer's bank application.
2. Click in the box for Due Diligence Review and use X to select this option.

   

Article ID: 424
Created: Mon, Sep 12, 2016
Last Updated: Thu, Oct 28, 2021

Online URL: //kb.erosupport.com/article-424.html