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  1. Santa Barbara Tax Products Group
  2. Products
  3. Auto Collect

Auto Collect

Information about the Auto Collect program which allows tax professionals to collect fees from past due clients.

  • When will I receive tax preparation fees collected through the Auto Collect program?
  • What is the cost for the Auto Collect program?
  • How many times does TPG contact taxpayers before debiting the tax preparation fees from the client's account?
  • How will TPG contact taxpayers in the Auto Collect program?
  • Are all of my unfunded taxpayers added to the Auto Collect program?
  • How can a taxpayer voluntarily pay past due tax preparation fees?
  • When does a taxpayer get added to the Auto Collect program?
  • How long does a taxpayer have to pay voluntarily or call to be removed from the Auto Collect program?
  • Can we stop the debit to a taxpayer's account?
  • Need to issue a refund to a taxpayer in Auto Collect that already paid you?
  • How do I remove a client from the Auto Collect program?
  • How will I know if a taxpayer is in the Auto Collect program or where they are in the process?

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