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We've been asked how tax intermediaries can view a client’s SBCS account.

You need to be linked to a client’s SBCS account to view the loan application and related letters. Check if your current authority to act for that client includes SBCS. If it does not, you'll need a new authority to act on behalf of the client for an SBCS account before you can link to it.

An SBCS account is only created when a loan is approved. The SBCS loan acceptance or decline mail goes to the customer who applied for the loan, it does not redirect to tax agents.

If a loan is declined no SBCS account is created. You can view the decline letter at the Customer level if you have the Customer master link to that client. Make sure you talk with your client about getting the Customer master link if you do not have one already.