If you have enrolled with Santa Barbara Tax Products Group (sbtpg) and have past due clients that are in the Auto Collect program, you can track fee collection progress from our website. Start by logging into our website to access the Auto Collect Management page which displays all of the taxpayers that have been added to the Auto Collect program.

Once you have logged 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. This page will be available once the Auto Collect program begins.

The management page includes information about the amount your client owes, the amount that has been collected and the date the amount was collected. A status column displays the current status of clients in the Auto Collect program, and whether the fee has been collected, whether we are attempting to collect fees, or whether the fee collection has been cancelled or refunded.

The Next Activity Date column shows the date that the next step of the collections process will occur.

Click or tap a taxpayer's name or SSN to view more details about a specific taxpayer, and to take action if needed including stopping collection or issuing a refund if a taxpayer has already paid for tax preparation and no longer needs to pay via Auto Collect.

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.