BTA: Preparer Software Enrollment

BTA:Preparer Software Enrollment

Preparer Personal Information
Social Security Number*
Name of Applicant*

First NameLast Name
Default Pin Number
2848 CAF Number
PTIN or SIDN
E-mail *
Phone number

Area CodePhone Number
Mobile Phone number*

Area CodePhone Number
Address of Applicant*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
Preparer Business Information

Business Details
Title
Company Name
Routing and Account Numbers For Fee Deposits
Routing Number*
Confirm Routing Number*
Account Number*
Confirm Account Number*
Debit/Credit Card

Partners must have a debit/credit card on file for agreed upon partner fees
Zip
Preparer Questioniare
Are You Experienced With Filing Taxes?*

YesNo
How Many Tax Returns Have You Prepared?*

1-5051-100100+None
How Many Years Have You Been In The Tax Industry?*

Never Filed Taxes Before1 Year2-5 Years+5-10 Years
Do You Have Any Experience Using BanK Products? If So, Which One?*

Santa Barbara TPGRefund AdvantageRefundo+RepublicNever Used A Bank Product
Do You Have An EFIN or PTIN?*

I Have MY PTINI Have MY EFINI Have BothI Am In The Process Of Getting One or Both
Do You Own A Laptop or Desktop with a Secure Network?*

YesNo
How Many Offices Do You Have?*

None, I Work Virtually12-56+
What Role Are You Interested In?*

Working With The Tax Company That Refered You (Use Their Software)Working As Your Own Business Entity (Your Own Software)
How Many Preparers Do You Have Working With You*

1-1011-20Just MyselfNone But Would Like Preparers
Who Referred You?
Signature*

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The information provided in this application shall not be shared to anyone else and is kept confidential
I agree that the information herein are true and correct*

Yes
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BTA:Preparer Software Enrollment

Preparer Business Information

Routing and Account Numbers For Fee Deposits

Debit/Credit Card

Preparer Questioniare