Enrollment Manager

The Enrollment Manager is where you:

  • Enroll with a bank to offer or use Bank Products or FeeCollectâ„¢
  • Check for updates to your enrollment status
  • Set or change Transmitter fee, Service Bureau fee, E-file fee, and/or Protection Plus Add On fee.

The Enrollment Manager lists the EFINs in your organization, shows the bank-related services in which each EFIN is enrolled, and the enrollment statuses.

To access the Enrollment Manager:

From either the E-file Manager or the Bank Manager, click the Tools menu; then, select Enrollment Manager.

Enrollment Manager

Enrollment Manager Filters

You can filter your enrollments in the following ways:

Filter

Description

Shortcut

Find check box and field

By selecting the Find check box, you can then search for a rollover return by entering search criteria in the Find field. This is especially useful when you're searching for a return by last name.

Ctrl+F

Bank Products check box

View EFINs that have submitted enrollment for a bank product.

 

FeeCollect check box

View EFINs that have enrolled for FeeCollectâ„¢ service.

 

Clear Filters button

Clears all filter selections and displays all EFINs that have enrolled for Bank Products or FeeCollectâ„¢.

 

 

Enrollment Function

Description

Help Link

Opens the Program Help window to view information about the Enrollment Manager.

Reset Columns link

If you rearrange the order or size of the columns in the current tab of the manager, this resets the columns to their original order and size.

Preparer/ERO Manager link

Opens the E-file tab of the Preparer/ERO Manager, where you can setup an EFIN.

Update Status button

Checks for the status of the enrollment.

Export button

Exports enrollment information.

Close button

Closes the Enrollment Manager.

 

See Also:

Enrollment Process

Setting Up E-file Fees