ProSeries User Guides
Find valuable information and helpful hints on using ProSeries products by reviewing the latest User Guides.
- ProSeries Professional User Guide for Tax Year 2009
- ProSeries Professional Getting Started Guide for Tax Year 2009 (PDF)
- ProSeries Document Management System (DMS) Getting Started Guide
for Tax Year 2009 (PDF) - ProSeries Basic User Guide for Tax Year 2009
- ProSeries Professional Network Installation Guide for Tax Year 2009 (PDF)
ATTENTION: Santa Barbara Bank & Trust (SBBT) has sold their tax processing division. The new company operates under the name Santa Barbara Tax Products Group (SBTPG). Any references to Santa Barbara Bank & Trust or SBBT in our user guides, quick start guides or other documentation posted on our website should now be considered as Santa Barbara Tax Products Group or SBTPG.
Santa Barbara Tax Products Group (SBTPG) will process only Refund Transfers (RTs) with MetaBank for ProSeries customers during the TY09 tax season (2010 processing year). Any reference to Refund Anticipation Loans (RAL) with SBBT (now SBTPG) in our user guides, quick start guides or other documentation posted on our website is no longer applicable.
