This will help speed up the process for your clients. Quick verification of our cashier's checks can be done on our Web site for financial institutions actually cashing the check. Some have increased the check cashing limits, so check our Web site for details and procedures on how to utilize them. We will then contact you and give you instructions on how to update your account information.Ĭheck Cashing – We have national check cashing agreements with a few merchants and financial institutions. If you need to make a change to your bank account numbers, you must log on to our Web site and download an ERO Unlock for Account Change Request Form and fax it along with an IRS EFIN approval letter (or two pieces of identification if the IRS letter is unavailable) to our Enrollment department at 85. Office Records Locked – For security reasons, once you submit your office record (Z-record) to us through your transmitter, the bank account portion of the record cannot be edited. DO NOT USE pay stubs or substitute W-2s in place of company issued W-2s as the IRS does not allow those returns to be filed until the official start date. You should have verified ID from your client, use only company-issued W-2s and have all other signed documents in the taxpayer file BEFORE submitting an RT request. Refund Transfers (RTs) – RT bank products must only be offered with returns that are complete and ready to be e-filed to the IRS. Do NOT use last year's check stock, as it is no longer valid. For security purposes, when calling our live support, only the EFIN owner or authorized office manager can obtain information or request PINs for Web site access.Ĭheck Stock – New check stock has been shipped to you. Live Support Numbers – Tax Professional Support: (800) 779-7228, 24 Hour Automated Support: (800) 455-7228 and Taxpayer Support: (800) 901-MONEY. If you have not done that yet, you must do it before submitting any products. You can generate reports online throughout the season using the Business Reports link as well.Ĭompliance Training – You must complete training on our Web site in order to offer bank products this year. Our User Manual covers product offerings and how they work, as well as office procedures and practices that you need to follow precisely for compliance purposes. Check online frequently during the start of this season to obtain the most updated forms. Once you log in, you will find them under the Downloadable Forms link. User Manual, Disclosures, and Forms – Most of the forms you need from us are available through your software or on the Santa Barbara Web site at. Any form or document that has any references to Santa Barbara Bank & Trust (SBBT) or MetaBank cannot be used. It does not store any personal data.Software Updates – Remember to apply the latest update to your software so that you have the most current updated information and forms from us. The cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. Food will be short on tables in many of our neighbors households for at least. The cookie is used to store the user consent for the cookies in the category "Performance". Help Rebuild Santa Barbara County As we navigate the long-term economic effects of the Covid crisis, thousands of us in Santa Barbara County face a long and difficult road of paying off debt accrued due to business shutdowns and job losses throughout the past year. This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other. The cookies is used to store the user consent for the cookies in the category "Necessary". The cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional". The cookie is used to store the user consent for the cookies in the category "Analytics". These cookies ensure basic functionalities and security features of the website, anonymously. Necessary cookies are absolutely essential for the website to function properly.
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