To setup Santa Barbra Tax Products Group (TPG) as your default bank product:
You must enroll with TPG to file with their bank products.
- 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.
- Click the drop-down for the Bank Product (if applicable) field and choose TPG.