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How to change my shipping info

Follow the instructions below if you need to update your shipping information including your company name, name or address. You may also need to update your shipping information if you have provided a P.O. Box and need to update that with a physical shipping address.

 

Instructions for updating your shipping information

To permanently update your shipping address, apply the change in your tax preparation software and retransmit your enrollment record to Santa Barbara Tax Products Group.

Use the following instructions to update your shipping address from our website. 

Step 1: Begin by logging in to our website.

Step 2: Once you are logged in, select the Account link from the left side navigation or from your Profile icon at the top right corner of the page.

Step 3: Once the Account page is open select Shipping address from the Office Info section.

 

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Step 4: Once the next page edit information and click the Update button to save your changes.

 

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Steps to follow if your initial order has been created

If your initial order has already been fulfilled, you may need to update your shipping information from our supply order website. 

Step 1: If you are already logged into our website, select the Supplies link and select "View supplies site".

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Step 2: Select the "View Addresses" link under the Account Details section on the "My Account" page to see all addresses associated with your account. Select "Edit" to edit shipping information for your default shipping address or any shipping address you have on file. Select the "Update address"  to save your changes.

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Ordering additional materials and shipping to another address?

If you are looking to order additional supplies and/or marketing materials and would like to ship to another address start by selecting the Supplies link from the left side navigation and click the View supplies site link. Click here for instructions on how to log in to the Supplies site for the first time. 

 

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Once you are logged into the supplies site select the "View Addresses" link under the Account Details section to see all addresses associated with your account.

 

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Select the Edit or Delete link for the selected address on file or add a new address by clicking the "Add a New Address" button.

 

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