Overview
Admin preparers can submit bank enrollments for their location. If you do not set your bank fee they can submit the application with no additional transmitter fee or service bureau fee.
To set your Bank Fee and mark a Location as paid first sign into your Multi-Office Manager then, click on the
Admin Icon on the left.
Find the location you want to open enrollment for and click on the
Set Bank Fee icon.
Set your desired fees for both TPG and Refund Advantage (*note: $10 is missing from the transmitter fee).
Setting your bank fee will lock in the transmission fee and service bureau fee on this locations bank application.
Changing these fees wont have any effect if the location is already enrolled. If you want to change the fees after submitting an enrollment you'll need to edit the bank application instead.
Once you've got your fees locked into the Location's bank app - the next step is to mark the location as Paid.
Click on the
Mark Paid/UnPaid icon and select the Tax Year you wish to enroll the location in.
If the Tax Year you selected in the dropdown box is open for enrollment, the location can now be enrolled with a bank.
