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Step by step enrollment process

Follow these instructions to enroll with Santa Barbara Tax Products Group (sbtpg):

1) You must select a software provider that is fully integrated with sbtpg. Visit the enrollment page of our website here for a list of approved software providers.

2) Once you have selected a software provider, let them know that you are using sbtpg for the coming tax season.  Your software provider will transmit your enrollment information to sbtpg on your behalf. 

3) We will contact you by email once your record has been received with information about the next steps.

4) You will complete your registration by going to the our website to verify your information is correct and to complete the Compliance training.

 

Visit our enrollment page to view a list of approved software providers and click company logos for detailed enrollment instructions for most software providers. 

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