How to complete a NEW 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.

66 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 Add EFIN

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6. Enter your EFIN in the EFIN box.

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7. Enter your Company Name.

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8. Select Corporation Type from the drop box.

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9. Enter your First Name.

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10. Enter your Last Name.

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11. Enter your Title in the company.

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12. Enter the Issued Address that is on file with the EFIN at E-Services.

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13. Enter the Issued City that is on file with the EFIN at E-Services.

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14. Select the Issues State from the drop down box.

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15. Enter the Issued Zip Code that is on file with the EFIN at E-Services.

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16. Enter your IRS Tracking Number. You can find this number in your EFIN Verification Letter, if you need assistance you can contact E-Services E-Help Desk at 1-866-255-0654.

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17. Enter your Phone Number.

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18. Enter your Fax Number if applicable.

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19. Enter your Mobile Number. 

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20. Enter your Email Address. 

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21. Enter your Date of Birth. 

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22. Enter your SSN (Social Security Number) associated with your EFIN.

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23. Select the State the ID was issued in from the drop box.

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24. Select ID Type from the drop box.

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25. Enter the ID Expiration Date as it appears on your Government Issued ID.

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26. Enter your EIN (Employer Identification Number) if applicable.

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27. Select What is your EFIN registered under? SSN or EIN.

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28. Click Save to continue.

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29. Enter the Name of Financial Institution. This is the name of the bank associated with the bank account you want your fees deposited into.

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30. Select Account Type from the drop box. Checking or Savings.

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31. Enter the Name on Deposit Account. It can be your name or the name of your business, depending on what name the account is set up under.

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32. Enter the Account Routing Number. 

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33. Enter the Deposit Account Number. 

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34. Re-type Account Number. 

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35. Click Save to continue.

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36. From Create Bank Application for drop box, select the bank you want to apply for.i.e., TPG (Santa Barbara), Republic or Refundo.

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37. Click Create

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38. Enter your Phone Number. 

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39. Enter your Fax Number if applicable.

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40. Enter the Office Manager First Name.

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41. Enter the Office Manager Last Name.

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42. Enter the Office Manager Email Address.

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43. Click Save to continue.

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44. Enter the Shipping Address.

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45. Enter the Shipping Address City.

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46. Select  the Shipping Address State from the drop box.

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47. Enter the Shipping Address Zip Code. 

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48. If your Physical Address is the same as the Shipping Address, click Same As Above otherwise enter the Physical Address. 

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49. Click Save

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50. Select Prior Year Bank, if applicable, from the drop box.

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51. Enter the Prior Year Submitted Bank Products.

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52. Enter your Prior Year EFIN.

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53. Enter the Prior Year Funded Bank Products. 

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54. Click Save to continue.

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55. Set the eFile Fee to 0.00.

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

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57. 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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58. 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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59. 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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60. 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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61. 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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62. Click Save.

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

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

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65. Click Save

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66. Click Submit Bank Application

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Here's an interactive tutorial

https://www.iorad.com/player/1720484/How-to-complete-a-NEW-bank-enrollment-for-SimpleTAX-1040

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

Optional E-File Fee Program Opt-Out Instructions

A new optional e-file fee program has been added to the bank enrollment. We have decided in the best interest of your business and your taxpayers to opt-out of the participation of this program.

To ensure your opt-out of this program, please follow the steps below.

STEP 1: LEAVE THE HIGHLIGHTED CHECKBOX UNMARKED ON EFIN INFORMATION SCREEN

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STEP 2: SELECT $0.00 FROM THE DROPDOWN LIST ON THE eFILE FEE (NET) FIELD ON THE FEE INFORMATION SCREEN

by Jai Ramirez