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How do I remove a client from the Auto Collect program?

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As long as there is no current payment on record, a taxpayer can be removed from the Auto Collect process from the Auto Collect Management page. This page will be available after the conclusion of tax season (Spring of 2022).

You may remove clients from the program by logging into our website and visiting the Auto Collect Account Management page. Clients that have a "Waiting for funding" status may be removed from the Auto Collect program. Identify the client you wish to remove from the Auto Collect program and tap or click the taxpayer's SSN or name. 

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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.

 

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Note: once there is a payment on record there is no way to stop the debit. If TPG receives a tax refund for your client, your fees will still be collected from your client's refund. Taxpayers will not continue to receive communication(s) once they are removed from the program.

 

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

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