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    • Created with Sketch. See what's trending for the upcoming tax season. View ProSeries Hot Topics.
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    Quick Collect

    aldiastax
    Level 1
    ‎01-29-2021 10:18 AM

    I have completed the Compliance Test with Santa barbara Bank, how do I set Quick Collect with pro series

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    1 Comment 1
    Brian_Christian
    Employee
    Employee
    ‎01-29-2021 03:23 PM

    Try Tools/Options/Pay per Return/ Enrollment options. Select Santa Barbara TPG for Bank Product and click on the Refresh button above. If you are enrolled, it should update.







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