Refund Advantage Bank ERO Instrucciones de Inscripcion

El objetivo de este articulo es mostrar paso a paso como inscribirse con el banco.

Nota: DEBE HACER SU INSCRIPCION POR EL PROGRAMA DE KIS ONLINE!!

  • Ingrese al programa de Keep It Simple Online.

  • Haga clic en SETUP.

  • Haga clic en el icono de Bank localizado a la izquierda de la pantalla, es e; cuarto icono de arriba hacia abajo.

  • Haga clic en el icono verde al extremo derecho de su EFIN.

  • Seleccione el banco al que desea incribirse de la lista y haga clic SAVE AND CONTINUE.

  • Responda las preguntas en la pantalla con lo major de su conocimiento y sumita su aplicacion.

by Jai Ramirez

Refund Advantage Bank ERO Enrollment Instructions

The objective of this article is to walk you through on how to enroll with the bank.

Note: MUST DO BANK ENROLLMENT ON KIS ONLINE!!

  • Login to your Keep It Simple online account.

  • Click on the SETUP tab at the top right corner.

  • Click on the Bank icon on the left side of the screen, it is the fourth icon from the top.

  • Click on the green icon at the far right of your EFIN.

  • Select the bank you want to enroll with from the list and click SAVE AND CONTINUE.

  • Answer the questions on your screen to the best of your knowledge and submit your application.

by Jai Ramirez

How to complete an EXISTING bank enrollment for SimpleTAX 1040

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

by Jai Ramirez