Intro To Bank Funding for Tax Preparation
Answer the questions based off of what you learned via the training video
Date
*
/
Month
/
Day
Year
Date
Name
First Name
Last Name
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
What is the main purpose of using Santa Barbara Tax Products Group in our tax business?
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To prepare tax returns faster
To process payments to tax clients and pay preparers through a bank product
To store client records online
To calculate state taxes only
Which of the following is required to set up bank funding for a client?
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Client’s government-issued photo ID
Signed consent forms
Bank account or payment preference information
All of the above
True or False: Bank funding through Santa Barbara Tax Products Group allows clients to have preparation fees deducted from their refund.
True
False
Where can you track the status of a funded refund?
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IRS.gov
The Santa Barbara Tax Products Group online portal
The state tax department’s website
You cannot track refund funding status
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