Enrollment & Setup
Setup
Supplies
General
Contact Info
Website
- ★ Login instructions - creating your TPG account
- ★ Unable to create a TPG account or login to the TPG website?
- How does the multi-year website work?
- Why do I login and see a blank dashboard?
- Where can I find forms?
- Tax Professional Dashboard
Checks
Other
Products
Auto Collect
- When will I receive tax preparation fees collected through the Auto Collect program?
- What is the cost for the Auto Collect program?
- How many times does TPG contact taxpayers before debiting the tax preparation fees from the client's account?
- How will TPG contact taxpayers in the Auto Collect program?
- Are all of my unfunded taxpayers added to the Auto Collect program?
- How can a taxpayer voluntarily pay past due tax preparation fees?
Fast Cash Advance
- ★ What is Fast Cash Advance?
- ★ Fast Cash Advance Notifications
- What is the taxpayer cost for Fast Cash Advance?
- What if a client wants a card but not a Fast Cash Advance?
- What happens after a Fast Cash Advance is approved?
- How to opt-in to the Fast Cash Advance program
Tax Pro Fee Advance
Refund Transfer
Discount Programs
Disbursement Options
Checks
- ★ Printing checks from TPG website (Part 1)
- ★ Printing checks from TPG website (Part 2)
- Reissuing checks with TPG web printing (Part 3)
- Problem printing checks? (Part 4)
- Verified and cleared checks (Part 5)
- What to do with expired checks at the end of tax season?