Overview
To offer Bank Products your Service Bureau must be enrolled with a bank by submitting an application through your multi-office manager.
Enrolling your Service bureau establishes a relationship between your service bureau and the respective bank therefore, while completing your Master Enrollments, you'll be filling out the information as it pertains to your Service Bureau, not your tax office. The bank will use the account information you input on these applications as the account to deposit the service bureau fees generated from any office location in your software.
To begin your master enrollment follow along with the below video or step by step instructions.
First, sign into your Multi-Office Manager, Then click on the
Bank Icon on the left.
The first two records which appear are for your Service Bureau Master EFIN:
You need to enroll your Master EFIN with TPG and RA (Refund Advantage) which is why you see two bank applications.
To open a bank application, click on it's 'Enroll with Bank'
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Step 1: Fee Details.
There is no need to set fees on your Master since it's not a production EFIN (it's not transmitting returns). You'll set the fees you see here at the Office/EFIN level. As stated above, we're just creating a relationship with the bank as a Service Bureau and telling them where to put our Service Bureau fees.
 PROVIDE THE FOLLOWING INFORMATION FOR ENROLLMENT PROCESS WITH BANK | | |
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FEE DETAILS | Transmitter Fee | $ | Service Bureau Fee (Cannot exceed $99 ) | $ | Electronic Filing Fee | $ | Document Preparation Fee (Cannot exceed $150) | $ | TPG Processing Fee | $ |
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Step 2: Bank Info
Enter the banking account information that will receive your service bureau fees. Once complete, click Save and Continue.
BANK ACCOUNT INFORMATION FOR DEPOSIT OF FEES | Bank Name | | Name on Bank Account |  | Routing Transit Number (RTN) For Deposits | | Reenter Routing Transit Number (RTN) For Deposits | | Depositor Account Number (DAN) For Deposits | | Reenter Depositor Account Number (DAN) For Deposits | | Bank Account Type | Checking Savings | Bank Relationship Type | Personal Business | Would you like to receive translated materials, if available, for your spanish clients? | Yes No |
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Step 3: Office Information
The first three fields here cannot be edited, nor do they need to be. Complete the required information here as it pertains to your service bureau, not your tax office.
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PRODUCT CONFIGURATION |
OFFICE INFORMATION | Office EFIN | | Parent office EFIN
(Service Bureau) | | Super Service Bureau EFIN | | Business TIN | | EIN Business Name | | Office/Business Name | | Office Type | -Select- Stand Alone Service Bureau Multi-Site Corporation | Address | | Address 2 | | City | | State | -Select- AA AE AK AL AP AR AS AZ CA CO CT DC DE FL GA GU HI IA ID IL IN KS KY LA MA MD ME MI MN MO MP MS MT NC ND NE NH NJ NM NV NY OH OK OR PA PR RI SC SD TN TX UT VA VI VT WA WI WV WY | Zip Code | - |
| | OFFICE INFORMATION | Office Phone Number | -
(Area Code - Phone Number) | Alternate Phone Number | -
(Area Code - Phone Number) | Cell Phone Number | -
(Area Code - Phone Number) | Fax Number | - | Business Type | -Select- Individual/Sole Proprietor C Corporation S Corporation Partnership Trust/Estate LLC - Single Member LLC - C Corporation LLC - S Corporation LLC - Partnership | Number of Personnel in
Office | | Number of years in
business | | Number of years doing
electronic filing | | Website | | Projected Number of bank
products for this year | | Hold Shipment Date | --- 01 02 03 04 05 06 07 08 09 10 11 12 --- 01 02 03 04 05 06 07 08 09 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 ------- 2023 2022 ( MM / DD / YYYY ) | PRIOR YEAR EFIN INFORMATION | Enter EFIN if compromised in 2022 tax season | | ( Note: Only enter if different from last year ) |
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Step 4: EFIN Owner Information
Again, enter your information here as it pertains to your service bureau, not your tax office.
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PRODUCT CONFIGURATION |
EFIN OWNER INFORMATION | EFIN Owner Name Prefix | Mr Ms Mrs | EFIN Owner First Name | | EFIN Owner Middle Initial | | EFIN Owner Last Name | | EFIN Owner SSN |
(no hyphens) | EFIN Owner DOB | --- 01 02 03 04 05 06 07 08 09 10 11 12 --- 01 02 03 04 05 06 07 08 09 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 ------- 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994 1993 1992 1991 1990 1989 1988 1987 1986 1985 1984 1983 1982 1981 1980 1979 1978 1977 1976 1975 1974 1973 1972 1971 1970 1969 1968 1967 1966 1965 1964 1963 1962 1961 1960 1959 1958 1957 1956 1955 1954 1953 1952 1951 1950 1949 1948 1947 1946 1945 1944 1943 1942 1941 1940 1939 1938 1937 1936 1935 1934 1933 1932 1931 1930 1929 1928 1927 1926 1925 1924 1923 1922 1921 1920 1919 1918 1917 1916 1915 1914 1913 1912 1911 1910 1909 1908 1907 1906 1905 1904 1903 1902 1901 1900 ( MM / DD / YYYY ) | Please select if EFIN Owner address is same as office address | EFIN Owner Address | | EFIN Owner Address 2 | | EFIN Owner City | | EFIN Owner State | -Select- AA AE AK AL AP AR AS AZ CA CO CT DC DE FL GA GU HI IA ID IL IN KS KY LA MA MD ME MI MN MO MP MS MT NC ND NE NH NJ NM NV NY OH OK OR PA PR RI SC SD TN TX UT VA VI VT WA WI WV WY | EFIN Owner Zip Code | - |
| | EFIN OWNER INFORMATION | EFIN Owner Home Phone | -
(Area Code - Phone Number) | EFIN Owner Cell Phone | - | EFIN Owner Email | | EFIN Owner ID Type | -Select- Driver's License Number DMV/DVM State ID Military ID US Passport Resident Alien ID Matricula Consular Guatemala Consular ID Card Chile Cedula ID Card El Salvador DUI Card Korean Consular Card Columbian Cedula ID Card Columbian Consular Card Foreign Passport | EFIN Owner ID Number | | EFIN Owner ID Issue Date | --- 01 02 03 04 05 06 07 08 09 10 11 12 --- 01 02 03 04 05 06 07 08 09 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 ------- 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994 1993 1992 1991 1990 1989 1988 1987 1986 1985 1984 1983 1982 1981 1980 1979 1978 1977 1976 1975 1974 1973 1972 1971 1970 1969 1968 1967 1966 1965 1964 1963 1962 1961 1960 1959 1958 1957 1956 1955 1954 1953 1952 1951 1950 1949 1948 1947 1946 1945 1944 1943 1942 1941 1940 1939 1938 1937 1936 1935 1934 1933 1932 1931 1930 1929 1928 1927 1926 1925 1924 1923 1922 1921 1920 1919 1918 1917 1916 1915 1914 1913 1912 1911 1910 1909 1908 1907 1906 1905 1904 1903 1902 1901 1900 ( MM / DD / YYYY ) | EFIN Owner ID Expiration
Date | --- 01 02 03 04 05 06 07 08 09 10 11 12 --- 01 02 03 04 05 06 07 08 09 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 ------- 2029 2028 2027 2026 2025 2024 2023 2022 ( MM / DD / YYYY ) | EFIN Owner ID Issue State | -Select- AA AE AK AL AP AR AS AZ CA CO CT DC DE FL GA GU HI IA ID IL IN KS KY LA MA MD ME MI MN MO MP MS MT NC ND NE NH NJ NM NV NY OH OK OR PA PR RI SC SD TN TX UT VA VI VT WA WI WV WY | EFIN Owner PTIN | |
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Step 5: Primary Contact Office Information
Again, enter your information here as it pertains to your service bureau, not your tax office.
PRODUCT CONFIGURATION |
PRIMARY CONTACT INFORMATION | Primary/Office Contact
Prefix | Mr Ms Mrs | Primary/Office Contact
First Name | | Primary/Office Contact
Last Name | | Primary/Office Contact Preferred Language | English Spanish | Primary/Office Contact
Email | | Primary Office Contact
Job Title | | Primary Contact PTIN | | Primary/Office Contact SSN | |
| | PRIOR YEAR INFORMATION | Did you use TPG using SERVICE BUREAU ACCELERATOR
software last year? | Yes No | Prior year bank volume | | Prior year bank funded | | Number of clients Accepted last year | | Which bank did you use last year? | -Select- Navigator EPS TPG River City Republic Refund Advantage Other Refundo | Name of Software used last year? | -Select- OLTPro Other Drake Creative Solutions Nelco/Great Tax Taxworks eFile Interchange/PDI Storen Tax Svc Laser Systems OnePriceTaxes RCSTaxslayer UTS/Taxwise TaxAct Petz/Crosslink Tax Simple HR Block Jackson Hewitt ATX CCH TaxSoftware.com N/A FileYourTaxes.com ProTaxPro QrTaxPro |
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Step 6: Business owner information
Again, enter your information here as it pertains to your service bureau, not your tax office.
*Note: If the business owner is the EFIN owner locate check these two boxes to pull the information over:
Please select if Business Owner 1 Information is same as EFIN Owner Information
Please select if Business Owner 1 address is same as office address
If there is only one business owner enter the number 100 in the 'Percent of Business Owned by Owner 1' as shown below:
BUSINESS OWNER 1 INFORMATION | Please select if Business Owner 1 Information is same as EFIN Owner Information | Owner Name Prefix | Mr Ms Mrs | Owner First Name | | Owner Middle Initial | | Owner Last Name | | Owner SSN |
(no hyphens) | Owner DOB | --- 01 02 03 04 05 06 07 08 09 10 11 12 --- 01 02 03 04 05 06 07 08 09 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 ------- 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994 1993 1992 1991 1990 1989 1988 1987 1986 1985 1984 1983 1982 1981 1980 1979 1978 1977 1976 1975 1974 1973 1972 1971 1970 1969 1968 1967 1966 1965 1964 1963 1962 1961 1960 1959 1958 1957 1956 1955 1954 1953 1952 1951 1950 1949 1948 1947 1946 1945 1944 1943 1942 1941 1940 1939 1938 1937 1936 1935 1934 1933 1932 1931 1930 1929 1928 1927 1926 1925 1924 1923 1922 1921 1920 1919 1918 1917 1916 1915 1914 1913 1912 1911 1910 1909 1908 1907 1906 1905 1904 1903 1902 1901 1900 ( MM / DD / YYYY ) | Owner Home Phone | -
(Area Code - Phone Number) | Owner Cell Phone | - | Percent of Business
Owned by Owner 1 | | Owner Email | | Owner ID Type | -Select- Driver's License Number DMV/DVM State ID Military ID US Passport Resident Alien ID Matricula Consular Guatemala Consular ID Card Chile Cedula ID Card El Salvador DUI Card Korean Consular Card Columbian Cedula ID Card Columbian Consular Card Foreign Passport | Owner ID Number | | Owner ID Issue Date | --- 01 02 03 04 05 06 07 08 09 10 11 12 --- 01 02 03 04 05 06 07 08 09 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 ------- 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994 1993 1992 1991 1990 1989 1988 1987 1986 1985 1984 1983 1982 1981 1980 1979 1978 1977 1976 1975 1974 1973 1972 1971 1970 1969 1968 1967 1966 1965 1964 1963 1962 1961 1960 1959 1958 1957 1956 1955 1954 1953 1952 1951 1950 1949 1948 1947 1946 1945 1944 1943 1942 1941 1940 1939 1938 1937 1936 1935 1934 1933 1932 1931 1930 1929 1928 1927 1926 1925 1924 1923 1922 1921 1920 1919 1918 1917 1916 1915 1914 1913 1912 1911 1910 1909 1908 1907 1906 1905 1904 1903 1902 1901 1900 ( MM / DD / YYYY ) | Owner ID Expiration
Date | --- 01 02 03 04 05 06 07 08 09 10 11 12 --- 01 02 03 04 05 06 07 08 09 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 ------- 2029 2028 2027 2026 2025 2024 2023 2022 ( MM / DD / YYYY ) | Owner ID Issue State | -Select- AA AE AK AL AP AR AS AZ CA CO CT DC DE FL GA GU HI IA ID IL IN KS KY LA MA MD ME MI MN MO MP MS MT NC ND NE NH NJ NM NV NY OH OK OR PA PR RI SC SD TN TX UT VA VI VT WA WI WV WY | Please select if Business Owner 1 address is same as office address | Owner Address | | Owner Address 2 | | Owner City | | Owner State | -Select- AA AE AK AL AP AR AS AZ CA CO CT DC DE FL GA GU HI IA ID IL IN KS KY LA MA MD ME MI MN MO MP MS MT NC ND NE NH NJ NM NV NY OH OK OR PA PR RI SC SD TN TX UT VA VI VT WA WI WV WY | Owner Zip Code | - |
| | BUSINESS OWNER 2 INFORMATION | Owner Name Prefix | Mr Ms Mrs | Owner First Name | | Owner Middle Initial | | Owner Last Name | | Owner SSN |
(no hyphens) | Owner DOB | --- 01 02 03 04 05 06 07 08 09 10 11 12 --- 01 02 03 04 05 06 07 08 09 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 ------- 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994 1993 1992 1991 1990 1989 1988 1987 1986 1985 1984 1983 1982 1981 1980 1979 1978 1977 1976 1975 1974 1973 1972 1971 1970 1969 1968 1967 1966 1965 1964 1963 1962 1961 1960 1959 1958 1957 1956 1955 1954 1953 1952 1951 1950 1949 1948 1947 1946 1945 1944 1943 1942 1941 1940 1939 1938 1937 1936 1935 1934 1933 1932 1931 1930 1929 1928 1927 1926 1925 1924 1923 1922 1921 1920 1919 1918 1917 1916 1915 1914 1913 1912 1911 1910 1909 1908 1907 1906 1905 1904 1903 1902 1901 1900 ( MM / DD / YYYY ) | Owner Home Phone | -
(Area Code - Phone Number) | Owner Cell Phone | - | Percent of Business
Owned by Owner 2 | | Owner ID Type | -Select- Driver's License Number DMV/DVM State ID Military ID US Passport Resident Alien ID Matricula Consular Guatemala Consular ID Card Chile Cedula ID Card El Salvador DUI Card Korean Consular Card Columbian Cedula ID Card Columbian Consular Card Foreign Passport | Owner ID Number | | Owner ID Issue Date | --- 01 02 03 04 05 06 07 08 09 10 11 12 --- 01 02 03 04 05 06 07 08 09 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 ------- 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994 1993 1992 1991 1990 1989 1988 1987 1986 1985 1984 1983 1982 1981 1980 1979 1978 1977 1976 1975 1974 1973 1972 1971 1970 1969 1968 1967 1966 1965 1964 1963 1962 1961 1960 1959 1958 1957 1956 1955 1954 1953 1952 1951 1950 1949 1948 1947 1946 1945 1944 1943 1942 1941 1940 1939 1938 1937 1936 1935 1934 1933 1932 1931 1930 1929 1928 1927 1926 1925 1924 1923 1922 1921 1920 1919 1918 1917 1916 1915 1914 1913 1912 1911 1910 1909 1908 1907 1906 1905 1904 1903 1902 1901 1900 ( MM / DD / YYYY ) | Owner ID Expiration
Date | --- 01 02 03 04 05 06 07 08 09 10 11 12 --- 01 02 03 04 05 06 07 08 09 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 ------- 2029 2028 2027 2026 2025 2024 2023 2022 ( MM / DD / YYYY ) | Owner ID Issue State | -Select- AA AE AK AL AP AR AS AZ CA CO CT DC DE FL GA GU HI IA ID IL IN KS KY LA MA MD ME MI MN MO MP MS MT NC ND NE NH NJ NM NV NY OH OK OR PA PR RI SC SD TN TX UT VA VI VT WA WI WV WY | Please select if Business Owner 2 address is same as office address | Owner Address | | Owner Address 2 | | Owner City | | Owner State | -Select- AA AE AK AL AP AR AS AZ CA CO CT DC DE FL GA GU HI IA ID IL IN KS KY LA MA MD ME MI MN MO MP MS MT NC ND NE NH NJ NM NV NY OH OK OR PA PR RI SC SD TN TX UT VA VI VT WA WI WV WY | Owner Zip Code | - |
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Step 6: Address Info
As previously if the shipping and mailing address are the same locate and check the two boxes:
Please select if shipping address is same as office address (PO Box is not allowed)
Please select if mailing address is same as office address
However if not feel free to enter the appropriate information.
PRODUCT CONFIGURATION |
SHIPPING ADDRESS | Please select if shipping address is same as office address (PO Box is not allowed) | | | Address Line 1 | | Address Line 2 | | City | | State | -Select- AA AE AK AL AP AR AS AZ CA CO CT DC DE FL GA GU HI IA ID IL IN KS KY LA MA MD ME MI MN MO MP MS MT NC ND NE NH NJ NM NV NY OH OK OR PA PR RI SC SD TN TX UT VA VI VT WA WI WV WY | Zip Code | - |
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| | MAILING ADDRESS | Please select if mailing address is same as office address | | | Address Line 1 | | Address Line 2 | | City | | State | -Select- AA AE AK AL AP AR AS AZ CA CO CT DC DE FL GA GU HI IA ID IL IN KS KY LA MA MD ME MI MN MO MP MS MT NC ND NE NH NJ NM NV NY OH OK OR PA PR RI SC SD TN TX UT VA VI VT WA WI WV WY | Zip Code | - |
| I verify that the number provided is my cell phone number and I consent to receive automated text message updates about my account at this number from or on behalf of Santa Barbara Tax Products Group, LLC(also known as TPG). Consent is not required to use your account . You may cancel servicing text messages by texting "STOP". Message and data rates may apply. | I verify that the number provided is my cell phone number and I consent to receive automated marketing text messages at this number from or on behalf of Santa Barbara Tax Products Group, LLC(also known as TPG) about special offers and promotions available. Consent is not required to use your account. you may cancel marketing text messages by texting "STOP". Message and data rates may apply. |
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**Note: This step includes two optional checkboxes consenting to the banking providers automated text messages - read over them and decide if you would like to opt in.
Step 7: Review any additional opt ins, promotional offers and or agreements.
You may find some additional offers depending on which bank you selected as well as several agreements which will needed to be reviewed and accepted.
Step 8: Verify and Submit your Enrollment
You're not done yet! Review the information in each box. If you need to make corrections click 'Edit Enrollment Information'
If everything is accurate send off the enrollment by clicking 'Transmit Enrollment'
TPG BANK SUMMARY AND STATUS INFORMATION  |
Please review the information below for accuracy before transmitting to the bank. If any of the information below is not accurate choose to edit the enrollment to update the information before transmitting to the bank. |
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► Once enrollment is accepted, please go to https://www.sbtpg.com/ and select "Enrollment Status" for updated information regarding your TPG Enrollment. |
ACCOUNT INFORMATION TPG Program | Traditional RT | Routing Transit Number(RTN) | XXXXXX565 | Depositor Account Number(DAN) | XXXXXX471 | Account Type | CHECKING ACCOUNT | Transmitter Fee | $25 | Service Bureau Fee | $0 | Document Preparation Fee | $0 | TPG Processing Fee | $0 | Electronic Filing Fee | $0 | Check Administration Fee Program | NO | Advance | NOT APPROVED | PreAck | NOT APPROVED |
| OFFICE INFORMATION Enroll EFIN | | Office Name | NMA | Contact Person Name | A A | SSN | 600-00-0000 | E-Mail Address | a@b.com | Address | 123 W St S | City | ASH TOWN | State | ZX | Zip Code | 86661 | Phone Number | (555) 555-5555 | Fax Number | (555) 555-5555 |
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EFIN OWNER INFORMATION Name | R | SSN | 600-00-1512 | DOB | 01-01-1974 | Address | 123 W St S | City | ASH TOWN | State | ZX | Zip Code | 86661 | Phone Number | (555) 555-5555 |
| BUSINESS OWNER INFORMATION Name | R | SSN | 600-00-1512 | DOB | 01-01-1974 | Address | 123 W St S | City | ASH TOWN | State | ZX | Zip Code | 86661 | Phone Number | (555) 555-5555 |
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Step 9: Completing your Enrollment
You're still not done yet! Typically within a few days (sometimes hours) you'll get an email from the bank accepting or denying your application.
If accepted there will be further instructions to create an account at the banking providers website where you'll potentially need to upload a few documents and complete compliance training.
