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With TaxAct Professional Editions, you can offer bank services through Santa Barbra Tax Products Group (TPG); however, you must first establish an account with the bank. Deadlines for applying with Santa Barbra Tax Products Group (TPG) can be found via TaxAct's Bank Product page.

If you miss the bank application deadline, you can still provide tax preparation services with TaxAct, but you'll be unable to offer additional services such as Electronic Refund Checks (ERCs) and Electronic Refund Deposits (ERDs).


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