Supporting data-driven service bureaus
Enterprise reporting for Service Bureaus and multi-office tax pros
Raising the bar on reports
Our completely redesigned report engine, gives you best-in-class reports
Find what you need in less time
20+ reports which you can personalize
- Filter, sort, search and more
- Add and remove columns to personalize each report
- Customize and save your favorite reports
- Export to csv or pdf
Unmatched service bureau reporting
All ERO reports available for service bureaus plus exclusive reports for service bureaus
Transmitter fees - run reports to track the amount collected in transmitter fees. Save time with a report that identifies all transmitter fees collected during each funding cycle.
Report on all of your business - report on your entire book of business, even with multiple transmitters and different programs, or drill down into specific entities below you.
Filter by program or don't - if you have clients in the Refund Transfer program and Prep Paid or Fee Collect programs, all data flows up into a single report or filter by program.
Multi-level reporting - report results for EROs, service bureaus, sub super bureau and super service bureaus. Filter results and drill down to find what you need.
Granular reporting - split out your fees by transmitter or program to quickly see details, subtotals or totals.
FTP customized reporting - available to high volume service bureaus upon request.
Manage your income
Track fees from the transmitter down to the PTIN level and everything in between
Report on every level below you
The Management report is our most robust report, providing dozens of data points to report on for any entity below your level.
Debt management
Get real-time updates on outstanding debt balances for you or anyone below you in the hierarchy.
Fee detail
Report on ERO fees for sub offices under your hierarchy, and report on all fees processed for your service bureau.
Predict the future
Our Prefunding report gives you advance notice of fees that will be paid out in the upcoming IRS funding to your business and all of your sub offices.
Point of Sale fee reporting
Track Point of Sale fees that are collected for add-on products and services purchased by taxpayers.
Transmitter fees
Looking for transmitter fees that will be charged to you or your clients? Report on all transmitter fees paid from funded Refund Transfers.
Give staff access to your account
Give business partners and staff access to your sbtpg account
Control what your staff can access with user roles.
Experience the difference
Request a demo and see what sets us apart
Please check with your software provider for program and product availability. Refund Transfers are deposit products using Green Dot Bank, Member FDIC that enable certain deductions from the account to be processed. Refund Transfers are not loans. Tax refund and e-filing are required in order to receive Refund Transfer. Fees apply. Terms and conditions are subject to change without notice. Ask your preparer about other IRS e-file options, some of which are provided at no additional cost.