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ProSeries Frequently Asked Questions

How do I register to use ProSeries/Bank Products software with Santa Barbara Bank and Trust?

Products Affected:

• ProSeries/1040
• ProSeries Express/1040
• ProSeries Basic/1040

To enroll in ProSeries/Bank Products software:

1. Go to www.proseries.com, select Products & Services, and then Bank Products on the left.
2. Review the information about bank products. You can offer bank products through only one bank.
3. Click the FAQs tab and scroll down to How do I start offering bank products to my clients?
4. To enroll with Santa Barbara Bank and Trust (SBBT), click Enroll now with SBBT.
5. Complete the application and read the Financial Services Agreement. If you agree to this agreement, click the Continue button.
6. Verify your enrollment information. If this information is correct, click Submit. (If changes are required, click Back on your browser, make any necessary corrections, and continue again with step 5.) Upon submitting your application, your enrollment information will be entered into the SBBT enrollment database.

What happens next:

• Now that your SBBT enrollment has been completed, we will verify that your 2006 ProSeries order has been placed and the payment received or secured by a credit card. Once this information is verified, you will receive an activation letter from SBBT within 3-5 days.
• If you have not already done so, you will need to contact the ProSeries Sales Department at (800) 934-1040 to purchase your Tax Year 2006 (TY06) ProSeries software.
  
  Note: Until your ProSeries software purchase is verified with Intuit your enrollment record will remain in a "Pending" status.
• Your activation letter will include a copy of your financial services agreement and a Personal Identification Number (PIN) that you can use to gain access to the Santa Barbara Bank and Trust Web-based Client Information Support Center (CISC) at https://cisc.sbbtral.com/. From this Web site you can download forms and order a variety of reports that will help you keep track of your business. You can also check on the status of a taxpayer's RT or RAL transaction.
• Once your enrollment is activated, SBBT will set up a shipping record. The supplies you requested via your enrollment application will be shipped to you automatically during the last two weeks of December. Additional supplies can be ordered any time during the season by calling SBBT at (800) 779-7228 or by visiting https://cisc.sbbtral.com/.
  
  Note: All supplies are shipped Airborne Ground unless it is the week before the electronic filing season begins - then they will be shipped overnight.
  
  
• When your ProSeries software arrives, it will be necessary to register your software prior to processing bank products.
  

To register your ProSeries software:

1. Install your 2006 ProSeries software.
2. If you haven't already done so, complete the setup information for Firm Information and Preparer/Electronic Return Originator (ERO) Information in the Options Setup Wizard:
1. In ProSeries and ProSeries Basic, go to the Help menu. In ProSeries Express, go to the Tools menu.
2. Choose Options Setup Wizard and enter the appropriate information.
3. During the Options Setup Wizard, complete all setup information for Firm Information and Preparer/Electronic Return Originator (ERO) Information.

   Note: Enter the firm's Electronic Filing Identification Number (EFIN) in the Firm Information section. Also enter the first and last name of the individual representing the firm as the Efile Contact.

   If an individual preparer will be transmitting returns using their own unique EFIN (separate from the firm's EFIN), the preparer will enter their EFIN in their respective section in Preparer/Electronic Return Originator (ERO) Information. Each preparer filing with a unique EFIN must also enter the Efile Contact first and last name.

   If your firm will be participating in the Practitioner PIN program, enter each preparer's ERO Practitioner PIN. This is a five digit code of the preparer's choosing.

4. Click Next to see the Filing Client Returns Electronically dialog box. Select Yes, some returns may be filed electronically.
5. In ProSeries and ProSeries Express, answer the question about ProSeries Installed On More than One Computer and click Next.
   In ProSeries Basic, set how frequently to Check for EF Acknowledgments.
6. In the ProSeries Bank Products Software dialog box, be sure to check Yes, Bank Products may be offered.
7. If you have more than one EFIN entered in Firm Information and Preparer/Electronic Return Originator (ERO) Information, select which EFINs you would like to register with SBBT to provide Bank Products.
8. Complete the Bank Products Registration Information for each EFIN entered.
9. Continue through the Options Setup Wizard and your bank products registration will be transmitted electronically.
10. When electronic filing season begins, you can start converting and transmitting returns containing bank products services.

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