Getting Ready for Tax Season   

Initial things to do:

Know your Account Number  

Apply for EFIN (If Applicable) 

Link to IRS e-services: Click Here

Information about Santa Barbara Bank and Trust (SBBT) and Bank Products (if applicable)

Link to information about Bank Products: Click Here

Enroll with Santa Barbara Bank and Trust (SBBT) to do Bank Products (if applicable)

Link to enrollment form: Click Here

Register for data conversion (If Applicable)

For more information: Click Here 

Register for your Online Account (My Account)

Click Here to set-up online account “subscribe now”

Resources available for help 

Link to ProSeries Support: Click Here

Conversion Services (If Applicable):

Send in your data for conversion

            For more information: Click Here 

Setting Up the Software: 

Install the software 

Set up your options (Firm info; Preparer info, etc)

Import Data files (If Applicable)

Learn Software:

Attend Training  

To see your learning track: Click Here

Prepare a test return

Print a test return

Test your e-file setup (If Applicable)  

Learn More:  Click Here

State e-file resources:  Click Here 

Final things to do:

Supplies

ProSeries Supplies:  Click Here

Other available resources 

Free Online Tax Research Resource:  Click Here