If a past due client in the Auto Collect program has paid for tax preparation using their credit or debit card or if we have successfully collected your fees, your client will no longer receive payment reminder communications from Santa Barbara Tax Products Group (sbtpg).

Need to issue a refund?

If you forgot to remove a client from the Auto Collect program that already paid you for tax preparation outside of the Auto Collect program, and we successfully collected your past due tax preparation fee from your client, it's easy to issue a refund.

Login to our website, navigate to the "Programs" link on the left side menu, and select "Auto Collect" to visit the Auto Collect Account Management page. Select the client that needs to be refunded by clicking on the client's name or SSN. The client will have a "Fee collected" status. This status indicates that we have successfully collected payment from this client.

An overview for the client will load on the screen. Select the red "Issue refund" button from the bottom right corner of the screen to reimburse the fees collected from your client. You will be asked to confirm that you wish to issue a refund. 

Once confirmed, we will issue a direct deposit to your client within 8 business days. 

AutoCollect is an optional service provided by Santa Barbara Tax Products Group, LLC (SBTPG).  Fees apply to the ERO only with respect to successful collections. SBTPG is facilitating collections that are being made directly through EROs.