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Steps for Closing Office for the Off-Season

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Refund Transfers can be offered through mid-October, but if you are preparing to close your office for the off-season or you are not planning to offer tax-related products for the remainder of this year, please follow these steps for closing down your office.

 

STEP 1: If you print TPG-issued cashier's checks, run the Checks to Print report to make sure all of your checks have been printed. NOTE: if you print checks from the TPG website, logon to our website, click the "Print Checks" link in the menu and click the "Print Outstanding Checks" button to view and print any outstanding checks.

 

Step 2: After you have confirmed that all checks have been printed please notify us on the last day you are printing checks by emailing us at support@sbtpg.com.

 

We will stop sending check print records to your office after being notified. After that checks will be mailed directly to your customer via first class mail. 

 

Other Important Updates

UNUSED CHECK STOCK - Unused check stock cannot be used next year and must be destroyed or returned to us. If you destroy the check stock yourself please complete the Check Reconciliation form

 

UNUSED GREEN DOT CARD STOCK - Green Dot cards may be issued through October 20th. Once you are prepared to close your office for the off-season, unused cards can be sent back to TPG, or destroy the card stock yourself and complete the Check Reconciliation form. Please note on the form that you are destroying card stock, and provide the card number(s) that have been destroyed.

 

 RT APPLICATIONS - Keep the signed RT applications in your clients' files for 5 years (please DO NOT send signed RT applications to TPG unless requested to do so).

 

EMAIL UPDATES - TPG will continue to provide critical updates and announcements via email. You can update your email preferences by clicking the "update preferences" link at the bottom of any email update from TPG. If you aren't receiving updates from TPG logon to our website and visit the My Profile page to verify the email address on file with TPG. 

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