TPG Check Printing - Helpful Information

[IntuitCharlene]

With the changes in check printing for TPG Pay-by-Refund returns, we've identified some helpful information for you.

Why did we make the change?

• Check printing from the TPG portal allows immediate access to checks; in the past, checks had to flow through our systems. This saves you several hours of waiting for the check status to show up.
• Check printing from TPG portal makes sure that you'll immediately see all available transactions without having to worry about HomeBase damage that may cause issues.
• Checks can be printed from anywhere, as long as you have access to a printer and check stock.
• Front-office personnel are now able to manage check printing without needing to have ProSeries installed
• Reports are now also available in the TPG ERO portal and not in ProSeries – this removes any timing issues that existed if fee records weren't picked up or hadn't be sent yet. TPG reports are always up to date in real time.

We recognize that workflow changes can be difficult. We're here to help!

• For ease of access, there are links in ProSeries for How to print checks and How to View Reports. Simply go to the E-file menu, and choose Pay by Refund, then Tax Products Group (TPG) to access them at any time. 
• For questions about the different Disbursement Options available see the Santa Barbara Tax Products Group Disbursement Options page. 
• You can access the TPG Portal through ProSeries by going to the E-file menu, and choose Pay by Refund, then Tax Products Group (TPG) and choosing Website. 
  

For more information, see Using TPG Pay-by-Refund with ProSeries.

[IntuitCharlene · Accepted solution]

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