Every EFIN owner must complete compliance training with Santa Barbara prior to getting your Refund Transfer approvals. If you have not yet done so, follow the steps below.
To complete compliance training:
Go to SBTPG’s Web site:www.sbtpg.com
Click Compliance Training 2013 at the right.
Select Tax Preparer or an Employee as appropriate.
The tax preparer must type the EFIN and password (which is the ERO's PIN).
Click Start Training to begin the training process.
Once you have completed the training, you need to fix any rejected returns.
To fix the rejected returns:
On the Bank menu, select Maintenance/Setup.
Click Fix Rejected Bank Apps .
Select the rejected returns, and then click OK on each screen. (There is no other action required other than clicking OK for rejection code 01770 after you have completed compliance training).
This information applies to all years of the UltimateTax software.