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<channel>
<title>Home - All Categories - Bank Products  </title>
<link>//kb.erosupport.com/category-44.html</link>
<description>This RSS Feed contains Articles of Category in the knowledge base. You can click on the title to view its content.</description>
<item>
										<guid>//kb.erosupport.com/article-692.html</guid>
										<title>Locating/Printing E File Summary Page &amp; IRS Tracking Number location</title>
										<link>//kb.erosupport.com/article-692.html</link>
                                        <description><![CDATA[
ÃÂ Go toÃÂ www.irs.gov and click on Tax ProsÃÂ at the top corner of the page.ÃÂ 
Click on Access e-Services in the center of the page.ÃÂ 
Click on E-file Provider Services.ÃÂ  ÃÂ  ÃÂ  ÃÂ 
Click on Access e-file ApplicationÃÂ in the center ...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-576.html</guid>
										<title>How to Print a Check at The Refund Advantage Web Portal</title>
										<link>//kb.erosupport.com/article-576.html</link>
                                        <description><![CDATA[To Print a Check
To print checks, Adobe Acrobat will need to be installed on the computer. Verify Adobe Acrobat Reader is installed or download a free copy from the Adobe&rsquo;s website before proceeding.
Log in to your account at www.refund-advanta...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-577.html</guid>
										<title>How to Check &amp; Reset a TPG Check Authorization</title>
										<link>//kb.erosupport.com/article-577.html</link>
                                        <description><![CDATA[CheckÃÂ Authorization
https://taxpayer.sbtpg.com/loginThe following will need to be obtained to get access details about the Tax Payers bank product.

Tax Payer SSN
Refund Amount
Filing Status



Reissue a TPG CheckÃÂ 
If a check from TPG has been ...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-571.html</guid>
										<title>How to Verify &amp; Reset a Republic Bank Check Authorization</title>
										<link>//kb.erosupport.com/article-571.html</link>
                                        <description><![CDATA[CheckÃÂ Authorization
https://www.republictaxpayer.com/The following will need to be obtained to get access details about the Tax Payers bank product.

Tax Payer SSN
Date of Birth
Refund Amount
Filing Status



Resetting Authorization
If a Republic ...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-381.html</guid>
										<title>How to Activate TPG Checks in The Program</title>
										<link>//kb.erosupport.com/article-381.html</link>
                                        <description><![CDATA[Activating TPG Checks in The Program
Before TPG checks can be printed in the program, the check range must be activated.
To activate checks, follow these steps:1. From the Work In Progress screen, in the Printing Queue panel, click Checks, Registers,...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-587.html</guid>
										<title>How to Reset a Refund Advantage Check Authorization</title>
										<link>//kb.erosupport.com/article-587.html</link>
                                        <description><![CDATA[To Reissue a Refund Advantage Check
If a Refund AdvantageÃÂ check has been authorized but not cashed, the check would need to be reissued and reprintedÃÂ to have the authorization reset.

Request aÃÂ Check Reissue FormÃÂ from Refund AdvantageÃÂ ...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-64.html</guid>
										<title>What is an Easy Advance or Prefund? (All Banks Data)</title>
										<link>//kb.erosupport.com/article-64.html</link>
                                        <description><![CDATA[Each Bank Partner offers a version of anÃÂ Advance Product, which allows a client to obtain fundsÃÂ in advance of receiving theirÃÂ tax refund. You mayÃÂ find below important information one would need to know in relation to applying for an Easy...]]></description>

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<item>
										<guid>//kb.erosupport.com/article-346.html</guid>
										<title>How to Complete a Republic Bank Application</title>
										<link>//kb.erosupport.com/article-346.html</link>
                                        <description><![CDATA[To apply for a Republic Bank ProductÃÂ  Regular RTÃÂ  Prefund and RT-Lite Advances

To generate a bank application in a return

KB 345: How to add a &#039;bank product&#039; (RAC) to a tax return.



IMPORTANT:ÃÂ The application is not meant to be...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-388.html</guid>
										<title>Printing Republic Checks From The Program</title>
										<link>//kb.erosupport.com/article-388.html</link>
                                        <description><![CDATA[Republic Checks From The Program
Republic Bank checks can be printed from within the software.Checks first need to be activated in the software before check printing can occur. See the following link to seeÃÂ instructions to activate checks
How to A...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-718.html</guid>
										<title>How to resend the EMP Enrollment Email</title>
										<link>//kb.erosupport.com/article-718.html</link>
                                        <description><![CDATA[ An office must be activated before you can resend the Enrollment Email using the Actions menu. 

  Access the Office inÃÂ EMP.   
  Click the  Company NameÃÂ to open the Office Information in a new tab.  
  

 Verify that the Primary Email in EMP ...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-503.html</guid>
										<title>Error Message: Invalid Check Number Appears While Printing a Check</title>
										<link>//kb.erosupport.com/article-503.html</link>
                                        <description><![CDATA[Symptoms
While printing a check, the following error message appears:ÃÂ  &rsquo;Invalid Check Number&rsquo;
Cause
The starting or ending check number that was entered in the program is incorrect or missing. The check inventory must be added with val...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-63.html</guid>
										<title>TPG Bank-Provided Resources For Their Products</title>
										<link>//kb.erosupport.com/article-63.html</link>
                                        <description><![CDATA[TPG-Provided Website Resources
https://www.sbtpg.com/tax-pro-home#ÃÂ 

ÃÂ 
-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...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-588.html</guid>
										<title>How to Reprint Checks at The Refund Advantage Web Portal</title>
										<link>//kb.erosupport.com/article-588.html</link>
                                        <description><![CDATA[Use the following article to reprint a check that was previously marked as Ã¢â¬ÅprintedÃ¢â¬Â.ÃÂ 

Select the Ã¢â¬ÅsearchÃ¢â¬Â box, enter in the desired search criteria, then click the Ã¢â¬ÅsearchÃ¢â¬Â button.
Once the checks appear, clic...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-349.html</guid>
										<title>How to Complete a TPG Bank Application</title>
										<link>//kb.erosupport.com/article-349.html</link>
                                        <description><![CDATA[To apply for a Santa Barbara (TPG) bank productÃÂ  Regular RTÃÂ  Prefund Advance Options

IfÃÂ you are primarily interested in Disbursement Options forÃÂ theÃÂ Prefund advance and theÃÂ Regular RT options

KB 347: SB-TPG Disbursement Options Fo...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-380.html</guid>
										<title>How to Activate Republic Checks in The Program</title>
										<link>//kb.erosupport.com/article-380.html</link>
                                        <description><![CDATA[Activating Republic Checks in the Program
Before Republic checks can be printed, a check range must be activated. The check numbers available to print will be limited to the range activated.ÃÂ 
ÃÂ 
To activate checks, follow these steps:
1. From th...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-161.html</guid>
										<title>EMP: How to Update Service Bureau/Add On Fees</title>
										<link>//kb.erosupport.com/article-161.html</link>
                                        <description><![CDATA[To change SVB/Add-On Fees, follow the steps:

Login toÃÂ emp.myempportal.com. User ID is same as Software UID. If needed, use Forgot Password to send a reset email.
Select the 3 Horizontal lines (Hamburger Icon) under "View/Edit Enrollment" from the...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-343.html</guid>
										<title>Republic Bank Disbursement Options For RT and Easy Advance</title>
										<link>//kb.erosupport.com/article-343.html</link>
                                        <description><![CDATA[Republic Bank offers threeÃÂ Disbursement OptionsÃÂ for their regular RT (Refund Transfer) as well as their Easy AdvanceÃÂ option.Specifications

Regarding to the regular RT, all four options may be used.
Should the Advance option be selected, the...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-404.html</guid>
										<title>Verify Error &quot;No Client Pass-Through Account Information&quot; Available on Bank Application</title>
										<link>//kb.erosupport.com/article-404.html</link>
                                        <description><![CDATA[ Symptoms 
There is no check box to enableÃÂ "Client Pass-Through Account Information" to be available for the Direct Deposit disbursement option on a bank application. &rsquo;Client-Pass-Through Account Information" Not Available &rsquo;

Cause 
Th...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-345.html</guid>
										<title>How to Add a `Bank Product` (RAC) to a Tax Return</title>
										<link>//kb.erosupport.com/article-345.html</link>
                                        <description><![CDATA[The steps in this article only applyÃÂ if the EFIN in the software has an approved RAC record from the bank the EFIN is enrolled with.ÃÂ 
From Form 8879:

Choose Option 5ÃÂ for the Refund Type.
Verify that the EFIN has an approval record from the ...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-798.html</guid>
										<title>Bank Contact Info (All Banks)</title>
										<link>//kb.erosupport.com/article-798.html</link>
                                        <description><![CDATA[Listed below is the contact info for all partnering banks available to choose during enrollment.ÃÂ Important Note: Notify a lead if the partner advises they bank with Refundo.
Santa Barbara Tax Products Group (TPG)
Tax Pro Support: (800) 779-7228Tax...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-579.html</guid>
										<title>How to Print Checks in The Desktop Software</title>
										<link>//kb.erosupport.com/article-579.html</link>
                                        <description><![CDATA[ÃÂ Print Checks in the 1040 Desktop Program

From the Work In Progress screen, in the Printing Queue panel, click Checks, Registers and Activation.


Place a check mark next to the check(s) to be printed and then click the Print Check(s)ÃÂ Button.
...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-318.html</guid>
										<title>How to Vertically Align Text on a Check</title>
										<link>//kb.erosupport.com/article-318.html</link>
                                        <description><![CDATA[Adjusting the vertical alignment of text printed on a check
The following steps provide how to adjust the alignment of printed text on checks:

Log into the software as a user with administrator rights.
From the top menu, select Setup-&gt;Printer Set...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-426.html</guid>
										<title>Special Fee Processing</title>
										<link>//kb.erosupport.com/article-426.html</link>
                                        <description><![CDATA[In Arkansas, Illinois, Maryland, Maine, Connecticut or New York.EFIN holders who enroll with any bank are subject to charge/display the same fees for returns with/without a bank application.ERO Support recommends that you research and understand the...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-589.html</guid>
										<title>How to Print a Check at The TPG Web Portal</title>
										<link>//kb.erosupport.com/article-589.html</link>
                                        <description><![CDATA[How to print a check at the TPG website
For partners printing from the TPG web portal, please refer to the following links directing you to SBTPG&#039;s website.
Printing checks from TPG website (Part 1)
https://support.sbtpg.com/hc/en-us/articles/21...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-582.html</guid>
										<title>How to  Reprint  Checks in The Desktop Software</title>
										<link>//kb.erosupport.com/article-582.html</link>
                                        <description><![CDATA[Summary
If a check is misprinted or damaged, it is possible to be reprinted.Important Note: If a check is lost, proceed to KB 584ÃÂ How to Void a Check in The Desktop Software
ProcedureÃÂ 

From theÃÂ WIP, in theÃÂ Printing QueueÃÂ section
Click...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-617.html</guid>
										<title>Unable to Remove Bank Application</title>
										<link>//kb.erosupport.com/article-617.html</link>
                                        <description><![CDATA[Unable to Remove Bank Application
Changing the Refund Type on the 8879 from 5 to 1 should remove the bank application, but it will not if there&#039;s a state RT present on the return.
Also if the bank app was already accepted then it will not be abl...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-303.html</guid>
										<title>When to Void a Check</title>
										<link>//kb.erosupport.com/article-303.html</link>
                                        <description><![CDATA[




Voiding a Check
Voiding a check is used only in the most extreme cases. Most check issues can be solved using the Reprint option.The following scenarios give examples of when it is appropriate to void a bank product check:

The taxpayer has lost...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-386.html</guid>
										<title>Printing TPG Checks From The Desktop Program</title>
										<link>//kb.erosupport.com/article-386.html</link>
                                        <description><![CDATA[ÃÂ TPG Checks From The Desktop Program
ÃÂ 
Santa Barbara TPG checks are able to be printed from within the software.ÃÂ Checks first need to be activated in the software before check printing can occur. See the following link for instructions to ac...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-439.html</guid>
										<title>Checks Not Printing</title>
										<link>//kb.erosupport.com/article-439.html</link>
                                        <description><![CDATA[While trying to print checks, no printing occurs.
This behavior can occur if the printer is not PCL 6 compatible.

ClickÃÂ Check, Registers and ActivationsÃÂ on the WIP screen.
Select theÃÂ Use GDI PrintingÃÂ check box.
Verify correct RAC Bank is...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-556.html</guid>
										<title>How to Obtain a Republic Bank ID or RBIN</title>
										<link>//kb.erosupport.com/article-556.html</link>
                                        <description><![CDATA[ContactÃÂ Republic Bank at (866) 491-1040 to obtain the RBIN/Republic Bank ID Code. These codes are distributed by Republic Bank at the completion of the banks compliance requirement.ÃÂ ...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-67.html</guid>
										<title>How to Choose a Bank Cash Card as a Refund Disbursement Method</title>
										<link>//kb.erosupport.com/article-67.html</link>
                                        <description><![CDATA[When using a bank product to process a taxpayer&rsquo;s refund, the taxpayer can choose to receive a check, have the refund direct deposited into their account, or have the refund loaded onto a bank cash card.Three card options are available in the...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-561.html</guid>
										<title>RAC FATAL ERROR (Not able to queue return after printing bank docs)</title>
										<link>//kb.erosupport.com/article-561.html</link>
                                        <description><![CDATA[ Symptoms ...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-423.html</guid>
										<title>Bank Application Status Codes</title>
										<link>//kb.erosupport.com/article-423.html</link>
                                        <description><![CDATA[The bank application status can be viewed under theÃÂ Financial ProductÃÂ section of the Information and StatusÃÂ screen within the Client Tax Return. The first field in this section, labeled "Bank Rsp:" (Bank Response) will indicate the status of...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-708.html</guid>
										<title>Age Restrictions for Advance/RT bank products</title>
										<link>//kb.erosupport.com/article-708.html</link>
                                        <description><![CDATA[ Symptoms 
Verify error prevents transmission of return.  &rsquo;Age Requirements Not Met for RT/ERC&rsquo; 
ÃÂ  ÃÂ 
 Cause

That Taxpayer is not eligible to get RT (Bank Products)

TPG/SBTPG Santa Barbara Bank
Alabama min age 19
Nebraska min age 1...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-280.html</guid>
										<title>Reject Due to EFIN Not in IRS Database</title>
										<link>//kb.erosupport.com/article-280.html</link>
                                        <description><![CDATA[Response to IRS Reject
In the event an EFIN is not existing in the IRS Database, the Preparer is to contact the IRS at&nbsp;(866) 255-0654 for assistance.
&nbsp;
]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-569.html</guid>
										<title>Verify Error: Print Bank Documents Before Printing Final Tax Return</title>
										<link>//kb.erosupport.com/article-569.html</link>
                                        <description><![CDATA[Symptoms
Verify message, "Print Bank Documents before Printing Final Tax Return".
&rsquo;Print Bank Documents before Printing Final Tax Return&rsquo;

Cause
The return has been changed since the last time the bank documents were signed.
ÃÂ Resolutio...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-299.html</guid>
										<title>How to Pull The Previous Year`s Billing Scheme Data Into The Current Year`s Software</title>
										<link>//kb.erosupport.com/article-299.html</link>
                                        <description><![CDATA[Pulling the Previous Year&#039;s Billing Scheme Into The Current Year
WARNING: This will overwrite the current billing scheme data in the current year&#039;s software, if any.ÃÂ 
The following short steps provide how to copy the previous year&#039;s...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-554.html</guid>
										<title>Validation Error: RT/ERC Request But No Bank Application Attached</title>
										<link>//kb.erosupport.com/article-554.html</link>
                                        <description><![CDATA[Symptoms 
Unable to add a bank application to a tax return in spite of an approved EFIN.
&#039;RT/ERC request but no Bank Application attached&#039;ÃÂ orÃÂ &#039;Invalid RAC Bank Selected - Change System Setup&#039;
Resolution I
See KB 716 How to r...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-827.html</guid>
										<title>How to Paper File an RT return (refund transfer/bank application)</title>
										<link>//kb.erosupport.com/article-827.html</link>
                                        <description><![CDATA[Before this process can begin the end user must have attempted to e-file the return sending the bank application to the appropriate bank.An IRS rejection is required to paper file an RT or the following error will occur. Important Note: This function...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-590.html</guid>
										<title>How to Reprint Checks at The TPG Web Portal</title>
										<link>//kb.erosupport.com/article-590.html</link>
                                        <description><![CDATA[Reprinting a Check
These steps are NOT confirm as current process 11/11/21If a check has been misprinted or damaged, it is possible to be reprinted.

Log into the TPG web portal and select Print Checks.


Next, click REPRINT CHECKS.


Select the chec...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-252.html</guid>
										<title>How to Resend a Bank Product Application Through The Program</title>
										<link>//kb.erosupport.com/article-252.html</link>
                                        <description><![CDATA[Resending a Bank Product Application...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-661.html</guid>
										<title>&quot;Refund less Fees too small for RT/ERC&quot; &amp; &quot;Refund amount does NOT qualify for Advance&quot;</title>
										<link>//kb.erosupport.com/article-661.html</link>
                                        <description><![CDATA[Symptoms
The following verify error appear when applying for a refund advance bank application
"Refund less Fees too small for RT/ERC"
"Refund amount does NOT qualify for Advance"
Cause
The field Selected Packages exists at the beginning of the Truth...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-425.html</guid>
										<title>Refund Advantage Distribution Options</title>
										<link>//kb.erosupport.com/article-425.html</link>
                                        <description><![CDATA[Disbursement options for a Refund Advantage Bank product
ÃÂ 

Cashiers Check:ÃÂ ÃÂ This option will allow the ERO to print the check onceÃÂ it is published by the bank.

Ã¢â¬â¹



Direct Deposit:ÃÂ This information is collected from the taxpay...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-457.html</guid>
										<title>Bank Application Not Printing With a Final Tax Return</title>
										<link>//kb.erosupport.com/article-457.html</link>
                                        <description><![CDATA[ Symptoms 
In printing a final/complete tax return, the bank application does not print along with it.
Cause 
The printer setup hasn&#039;t been defined to print bank apps with final print projects.
Resolution 1
Add Bank Applications to ALL print pro...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-755.html</guid>
										<title>Compliance requirements / Bank Training</title>
										<link>//kb.erosupport.com/article-755.html</link>
                                        <description><![CDATA[Many banks require compliance/bank training as part of their enrollment process. An email will be sent from the bank after enrollment has been completed. If not found, contact the bank to resend. (Confirm the email did not get sent to the spam or...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-649.html</guid>
										<title>EFIN Bank product authorization codes</title>
										<link>//kb.erosupport.com/article-649.html</link>
                                        <description><![CDATA[Description ofÃÂ authorization codes inside the advanced section for an EFIN
ÃÂ Database &gt; EF Originator &gt; EFIN/Edit &gt; Advanced...
EFIN Product Authorization codes by bank:
TPG - Will only have one of the followingT/D -ÃÂ EFIN is still in...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-586.html</guid>
										<title>How to Edit an Existing Check Range in the 1040 Software</title>
										<link>//kb.erosupport.com/article-586.html</link>
                                        <description><![CDATA[How to Edit an Existing Check Range in the 1040 Software
When there is an error to the check range entered to the program follow steps to edit that data.

Log into the 1040 Software with appropriate rights.
From the Work in Progress Navigate to Check...]]></description>

									</item>
<item>
										<guid>//kb.erosupport.com/article-781.html</guid>
										<title>Flow of Bank Account Data for Refund Type 5</title>
										<link>//kb.erosupport.com/article-781.html</link>
                                        <description><![CDATA[When the preparer enters Refund Type 5 on Form 8879
The preparer has chosen Refund Type 5 for a bank product; this means the fees for preparation will be taken from the IRS funded return. How does the IRS or the Bank know how to route that refund??

...]]></description>

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