How to complete an EXISTING bank enrollment for SimpleTAX 1040

27 STEPS

1. From the Simple TAX Support website, click on the SIMPLETAX 1040 blue button.

2. Click Access Portal under Customer Portal.

3. Enter the Username and Password provided to you via the Bank Enrollment email and click Login

4. Hover your mouse cursor over Office Management then over Bank Enrollment and click Bank Enrollment

5. Click Unsubmitted, to edit and finish your existing bank enrollment. If you want to use a different bank, click Add.

6. Verify your information and make changes as necessary.

7. Click Save

8. Verify your information and make changes as necessary.

9. Click Save

10. Verify your information and make changes as necessary.

11. Click Save

12. Verify your information and make changes as necessary.

13. Click Save

14. Verify your information and make changes as necessary.

15. Click Save

16. Set the eFile Fee to 0.00.

17. Enter the Add-On Fee as the Reserve Amount outlined in the Bank Enrollment email from SimpleTAX.

18. Enter an optional Doc Prep Fee. You can select any amount up to $150. The Doc Prep Fee will be paid with your tax preparation fees by the bank.

19. The Service Bureau Fee is set by SimpleTAX in accordance with your Service Agreement. If this field is blank, please contact Customer Support.

20. These fees are set by the Software Developer. If you have questions about these fees, please contact your SimpleTAX Account Manager.

21. If you would like to receive translated materials, if available, for your Spanish  clients, select Yes. If not, then select No.

22. If you would like to have the bank wait to ship you supplies until after a certain date, enter the date here. Otherwise leave the field blank.

23. Click Save

24. Click on the checkbox stating “I have read and Agree to the Terms and Conditions of Tax Products Group“.

25. Click the checkbox “I Agree that I am duly authorized to submit the application on behalf of this organization“.

26. Click Save

27. Click Submit Bank Application