Updating Enrollment Statuses

You must enroll your preparer/ERO EFIN with a bank in order to use Bank Products or the FeeCollect™ service. To determine if you've been approved to offer or use these products, you must continue to check your enrollment status.

To update the enrollment status:

1. From the Bank Manager or from the E-file Manager, click the Tools menu.
2. Select Enrollment Manager.

Enrollment Manager

3. Click Update Status.

Transmission Results progress dialog, enrollment status

4. Click Close.
5. View the updated status in the Enrollment Manager.

 

See Also:

Enrollment Process