To setup Republic Bank as your default bank product: Click Preparer on the top menu bar, click Master Information, and 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 Republic Bank. […]

The TaxAct Professional program will automatically tailor the banking product list to the qualifications of the current return. This means that only the options for which your client’s return qualifies will be presented. If a client’s return does not meet the qualifications for certain products, those products will not be offered in the program. Products […]

With TaxAct Professional Edition, you can offer bank services through Santa Barbara Tax Products Group (TPG); however, you must first establish an account with the bank. Deadlines for applying with Santa Barbara 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 […]