Looking to manage your past due clients that are participating in the Auto Collect program?

Once the Auto Collect Management page is released at the start of tax season, you may remove a taxpayer client from the Auto Collect program at any time, up until 3 days before the attempt to auto collect process starts (one day after the third email notification to the taxpayer). 

 

Voluntary payment deadline

Your clients may use their debit or credit card to pay voluntarily up until 3 days days before we auto collect the past due fees from their bank account. We will send multiple email notifications to your clients in an effort to collect your past due fees. 

 

How to remove individual clients from the Auto Collect program

After logging into our website, select the Auto Collect program from the dashboard, or select Programs from the left side navigation and select Auto Collect to navigate to the Auto Collect Management page. 

 

 

From the Auto Collect Management page, tap or click the name or SSN of the taxpayer that you wish to remove from the Auto Collect program. An overview for the client will load on the screen. Select the "Stop collection" button to remove your client from the Auto Collect program. You will be asked to confirm this removal to save your changes. Once confirmed, your client will be successfully removed from the Auto Collect program.

 

 

 

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.