Working on my first refund advantage client for the year— but I am getting this error box saying "Direct Deposit Box may not be checked, this ERO is not enrolle... read more
Has anyone had this issue? My PBR application says my address has invalid fields and when I go in to check the address. I take the # sign out and replace it wit... read more
On January 16, ProSeries will be initiating controlled launch for Tax Year 2023. During controlled launch, we will be stockpiling returns, and periodically send... read more
Seeking help to understand how I indicate a client wants to get a Cash Advance when choosing Pay by Refund for their tax return in Intuit Pro Connect. I am appr... read more
What does it mean if in the Proseries Basic software the PBR status column some of the clients are showing pending instead of showing "pending refund from IRS/S... read more
The deadline to file a return with the Cash/Refund Advance option for tax year 2022: Santa Barbara Tax Products Group, LLC is 3/17/2023 Refund Advantage is 3/1... read more
HOW DO I CHANGE THE BANK ACCOUNT INFORMATION FOR DIRECT DEPOSIT? THE RETURN HAS BEEN SENT FOR PROCESSING BUT HAS NOT BEEN PROCESSED. THE REFUND IS GOING THROUGH... read more
To easily view rejection details for a bank application, we have provided details in the Pay-by-Refund HomeBase View. To view reject details: 1. Change your Hom... read more
Am I the only one having issues with SBTPG? I called because I accidently applied to the RT - I was told to apply for the quick collect and just not use the RT.... read more
Hello, I'm new to the intuit platform and a new preparer. My client wants a tax advance loan, but I am not sure how to apply for her. (I have already enrolled a... read more