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Compliance training

Training for Business Owners

We've made it even easier to navigate through the compliance training. While business owners are required to complete training before offering tax-related products through Santa Barbara Tax Products Group, it's also an easy way to become familiar with best practices. 


To complete the training, business owners can logon to our website at and select the Compliance Exam(s) that you are required to complete. The compliance exam is released in the fall before tax season begins.


Have multiple records?

If you have multiple offices and/or have signed up with different pay-by-refund programs you may need to navigate to different records in order to complete the required compliance training. Click here to learn more.


Training for Employees

If you have employees that would like to review the compliance information after you have completed the exam, simply log in to our website, and select the "Compliance Exam" link under "My Profile". Select the "View Exam as PDF" button at the bottom of the page to download a pdf version of the exam that may be provided to your employees. 


Please Note: Tax preparation fees may be HELD until the compliance training has been completed on the website - fees are released after the training is completed.

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