If you need to correct information submitted on a bank application or update the original application details this article will guide you through the process.
How to Correct and Resubmit a Rejected Bank Application?
1) Log in to your ProTaxPro.com account, and enter the desired return by selecting Enter Return.
2) On the Navigation page, under Account Maintenance, you will have the option to select Edit Bank Application.
3) Make the necessary changes or corrections to the bank application. Once you have completed your updates, select Resubmit to submit the revised application for review.
How to Edit an Unfiled Bank Application?
1) Log in to your ProTaxPro.com account, enter the desired return by selecting Enter Return.
2) Select Edit a Return in Progress.
3) Within the Tax Summary page, scroll down to the Payment & Filing Method section, select Bank Product.
4) Answer and review the information on the Federal Tax Balance Settlement page, then select Save & Continue.
Please Note: This example uses SBTPG, if you are enrolled with a different bank product provider, the screen options may vary slightly.
5) Make the necessary changes or corrections to the bank application, select Save & Continue.
6) Make the necessary changes or corrections to the bank application, select Save & Continue.
7) Sign the Bank Application, select Save & Continue.