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IMPORTANT: California Bank & Trust will be making security upgrades to our digital systems on Tuesday, June 23, 2020. To see how you can be prepared for this update, please click here.
I have linked other accounts to my Online Banking profile. Will I see those tax forms?
Enrollment for eTax Documents only applies to the Tax ID or SSN associated to the online banking profile. To access online tax documents for the Tax ID of "linked" business or personal accounts, you must log in under those other customer profiles.
For example, if "Company A" has a Business Online Banking profile, and you have linked your personal accounts to Company A's Business Online Banking profile, you will only be able to access the tax documents for "Company A" and not any personal tax documents. Personal tax documents will continue to be sent via paper unless you enroll in eTax Documents through your personal Online Banking profile. Even after personal enrollment, personal eTax Documents will only be displayed in your personal Online Banking and not in Company A's Business Online Banking.