How to complete an EXISTING bank enrollment for SimpleTAX 1040

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This guide is from (Santa Barbara TPG) for customers who are new to SimpleTAX or have a new EFIN this year.

27 STEPS

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

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2. Click Access Portal under Customer Portal.

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

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

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

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6. Verify your information and make changes as necessary.

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7. Click Save

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8. Verify your information and make changes as necessary.

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9. Click Save

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10. Verify your information and make changes as necessary.

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11. Click Save

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12. Verify your information and make changes as necessary.

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13. Click Save

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14. Verify your information and make changes as necessary.

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15. Click Save

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16. Set the eFile Fee to 0.00.

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

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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.

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

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

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

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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.

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23. Click Save

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

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

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26. Click Save

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27. Click Submit Bank Application

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Here’s an interactive tutorial

https://www.iorad.com/player/1720744/How-to-complete-an-EXISTING-bank-enrollment-for-SimpleTAX-1040

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