Professional Editions – Santa Barbara Tax Products Group (TPG) setup

To setup Santa Barbra Tax Products Group (TPG) as your default bank product:

  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.
  4. Click the drop-down for the Bank Product (if applicable) field and choose TPG.
You must enroll with TPG to file with their bank products.