This process should happen automatically when selecting the Make PRIMARY within the EMP tool Manage EFINs/Bank Application. Navigate to the correct account (UID/EFIN)  Select the View/Edit Enrollment hyperlink  (Hamburger stack) OR Use the ... Read More

TPG-Provided Website Resources https://www.sbtpg.com/tax-pro-home#    -PRIOR YEAR INFORMATION - Data below maybe outdated or not available-The very informational and comprehensive lists of links provided in the following sections are available... Read More

TERMS OF SERVICE FOR ONLINE TAX PREPARATION SERVICES - TAX YEAR 2021 BY CLICKING THE "ACCEPT" BUTTON OR ACCESSING OR USING THE SERVICES, YOU ARE ENTERING INTO AND AGREEING TO BE BOUND BY THE TERMS OF THIS AGREEMENT. IF YOU DO NOT AGREE TO THE TE... Read More

Information About Enrolled Agents 1. What is an enrolled agent? An Enrolled Agent, or "EA" for short, is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service. Enrolled Agents, like attorneys an... Read More

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... Read More

To change SVB/Add-On Fees, follow the steps: Login to 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... Read More

An office must be activated before you can resend the Enrollment Email using the Actions menu. Access the Office in EMP. Click the Company Name to open the Office Information in a new tab. Verify that the Primary Email in EMP ... Read More

Listed below is the contact info for all partnering banks available to choose during enrollment. 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... Read More

SMS TEXTING TERMS AND CONDITIONSLast Updated: July 2020... Read More