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  1. Step 4. Click the blue text for additional information including enrollment agreement, checklists, comparison chart and links to additional information. Submit request to enroll with TPG by clicking Enroll/Notify Provider button next to TPG. Please note that free marketing materials from TPG are only available with the TPG Standard Refund ...

    • Setup

      Setup. Learn how to setup your tax office with Santa Barbara...

    • Enrollment & Setup

      Compliance training; Approved software providers; Steps for...

    • Enroll

      Enroll with TPG - complete the enrollment application...

  2. Compliance Training Compliance Training. ... The Santa Barbara County Public Health Department has developed online narrated training tools to assist staff ...

  3. Setup. Learn how to setup your tax office with Santa Barbara TPG. ★ Step by step enrollment process. Compliance training. Approved software providers. Steps for closing office for the off-season.

  4. Enroll with TPG - complete the enrollment application through your tax preparation software or software provider's website. Receive confirmation - TPG will notify you by email once we have received your information. Complete your setup - follow email instructions from TPG to complete your setup and compliance training.

  5. Compliance training; Approved software providers; Steps for closing office for the off-season; Supplies ★ First time reordering supplies and marketing materials? When will I receive supplies and marketing materials? Why can't I access the supplies site? How to order supplies; How to change my shipping info; Cost of supplies & marketing materials

  6. Step 5. After the Enrollment information is transmitted, a confirmation window will inform you if the submission was successful. TPG will notify you upon approval. You can also logon to our website to check your enrollment status. Once approved, you'll need to complete the TPG compliance training and verify your information.

  7. September-October - compliance training and program opt-ins are released. November - we begin shipping supplies and marketing materials in mid-November. Marketing materials may also be ordered in mid-November. Checks cannot be re-ordered until January. December - the document center is updated with forms and documents for the upcoming tax season.

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