Just tried to efile a client return and I got an error saying can't find approved bank registration record. i have been approved with Quick Collect.

[cdcook]

Please help

[Just-Lisa-Now-]

I'm not sure anyone here can help with banking product issues, were all just other users like yourself.

[Matt C · Accepted solution]

Hi @cdcook, as Lisa mentioned, you may need to call TPG or ProSeries support if there's really an issue with your enrollment.

There are a couple things I can think of that might be worth checking before you do that.

If you go to the Pay-by-Refund tab in My Account, do you see that you're approved for QC? Do you see any other pending enrollments?

If you see some pending enrollments for other products, you may need to re-enroll to QC, but I recommend you contact support if this is the case, as I am not entirely sure. I had overheard someone saying that a user had to re-enroll because they enrolled to multiple products, and that caused some issue.

If you are approved for QC (and only QC) in My Account, could you double check your settings in ProSeries, Tools > Options > Enrollment Options and confirm that the "Selected Bank" is set to "Quick Collect Fee Collect"?

If the above was already set to Quick Collect, then I think you'll need to call into support.

Regards,
Matt