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To enter credit card or bank product information:

  1. Click Preparer on the top menu bar, click Master Information, then click Preparers.
  2. Click the pencil icon beside your preparer name.
  3. Click the Electronic Filing Info link (tab) at the top.

For bank product:

  1. Click the drop-down for the Bank Product (if applicable) field and choose the bank.
  2. If Republic, enter your Republic Bank identification number ("RBIN") in the field to the right.

For credit card info:

  1. Scroll down and click Enter Credit Card.
  2. Enter the information for your card, then click Continue.

Click Finish lower right.


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