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How to enroll with sbtpg

Instructions for MyTAXPrepOffice Customers

MyTAXPrepOffice is a product of

AdvancedTaxSolutions

Step 1

Log in to the MyTAXPrepOffice website.
mytaxprepofficewebsite

Step 2

Locate the Financial Products widget displayed on the Dashboard and select sbtpg.
image 1_financial_products_widget

Step 3

Complete the information requested on the sbtpg ERO Enrollment screen.

Enter the desired Transmission Add-on fee (Max $84) if applicable. Check the consent box if applicable.

Enter the Service Bureau Fee if applicable.

image 4_TPG program tab

Step 4

Click    on the bottom right to view each tab and provide required information. 
image 6_complete_all_tabs

Step 5

The User Setup tab will prompt you to create login credentials that will be used for the sbtpg website.
image 7_user_setup_tab

Step 6

Once all required fields are completed, you will be prompted to review the sbtpg Financial Services Agreement (FSA). Check the box to indicate you have read, understand and agree to the sbtpg FSA.
image 9_consent_tab
The enrollment application will be transmitted to sbtpg within 24 hours. Once the enrollment application is approved you will receive a welcome email from us and the Financial Products widget will display an "Enrolled" status.
image10_financial_widget_TPG_enrolled
Click here to visit the MyTAXPrepOffice website.

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