Skip to content
Santa Barbara Tax Products Group
  • News
  • Upgrade to TPG
  • Products
    • Auto Collect
    • Credit/Debit Card Processing
    • Fast Cash Advance
    • GO2bank™ Visa® Debit Card
    • Marketing Materials
    • Marketing Pro
    • PreSeason Funds
    • Refund Transfer
    • Simply Paid
    • Software Purchase Assistance
    • Tax Debt Resolution
  • Contact Us
    • About Us
    • Help
  • Log In
  • Enroll Now

HOW TO ENROLL WITH TPG 

Instructions for Ultimate Tax Customers

Step 1

Logon to the My UTS Customer Portal using your email and password that was provided when you signed up to be a customer with UltimateTax.
loginbox

Step 2

Select "My Account" from the main menu navigation and then click on "Bank Application" from the main section called My Account Overview. 
utmyaccount
utmyaccountoverview

Step 3

On the Bank Application page, read through the information on our recommended bank in 2017. To access the bank application, click on "Tax Products Group (TPG)" or "Click here to apply to TPG".
utbankapp

Step 4

On the bank application, enter all the fields that are required. If you are returning customer, most fields will be pre-populated with information. On this section you will fill out EFIN holder information including office and shipping address, fee deposit information and ask if you want information on Fast Cash Advance and Protection Plus offerings.
ut1
ut2
ut3.2

Step 5

On the bank application, you will have to acknowledge and accept that you agree with the terms above and all your information is correct and accurate. Once that is complete, then you will need to select "Submit".
ut4
You're all set. You will be notified with any status updates as soon as they are available.

 

Click here to visit the UltimateTax website.

About Us

About

News

Careers

Privacy

Contact Us

Tax Pro Support (New to TPG)

877.901.5646

Tax Pro Support (Existing client)

800.779.7228

Taxpayer Support

800.901.6663

Enrollment

Enroll with TPG

Upgrade to TPG

Support

Tax Professionals

Tax Pro Information

Tax Pro Website

Tax Pro Website (prior year info)

Tax Pro Help Center

Taxpayers

Taxpayer Website

Taxpayer Help Center

Check Cashing Establishments

Check Verification

Products

Auto Collect

Credit and Debit Card Processing

Fast Cash Advance

GO2bank™ Visa® Debit Card

Marketing Pro

PreSeason Funds

Refund Transfer

Simply Paid

Software Purchase Assistance

Tax Debt Resolution

Marketing Resources

Marketing Materials

Tax Pro Report Card

Tax Pro Marketing Course

Tax Pro Search

Join our mailing list

© 2010-2023 Santa Barbara Tax Products Group, all rights reserved.

PO Box 508 West Chester, OH 45071

 A Green Dot Company | NMLS ID# 914924 | Technology Privacy Statement