How can we help you?

Do you contact taxpayers before debiting their account?

 

Taxpayers that provide a valid email address will receive a series of emails shown below including links to a website hosted by Santa Barbara Tax Products Group (sbtpg) where clients can pay by credit card or debit card. Once a client pays their past due tax preparation fee they will not receive additional email notifications.

 

Billing notice sent

The initial billing notice will be emailed to your client, explaining that a tax refund has not been received, and your client is given convenient payment alternatives. Your client can click a link to pay their past due tax preparation fees by debit or credit card. If your client does not pay, the same billing notice will be sent via email again.

email-1.jpg

 

Reminder sent prior to debit

If your client has not paid their past due tax preparation fees by credit card or debit card, we will send a final debit reminder before a debit to your client's bank account is made.

 

email-2.jpg

 

Final email sent

If we are unable to debit your client's bank account we will send a final email reminder to your client. At this point, if your client fails to pay their past due fees you will need to contact your client directly to collect payment.

 

email-3.jpg

 

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

Was this article helpful?
19 out of 28 found this helpful