To enter credit card or bank product information:
- Click Preparer on the top menu bar, click Master Information, then click Preparers.
- Click the pencil icon beside your preparer name.
- Click the Electronic Filing Info link (tab) at the top.
For bank product:
- Click the drop-down for the Bank Product (if applicable) field and choose the bank.
- If Republic, enter your Republic Bank identification number ("RBIN") in the field to the right.
For credit card info:
- Scroll down and click Enter Credit Card.
- Enter the information for your card, then click Continue.
Click Finish lower right.