Nexus United ITO Intake Form

Nexus United ITO Intake Form
Job Title:
Branch Supervisor:
Office Branch Location:
EFIN:
Full Name: *
D.O.B:*
PTIN#:
Email:*
Phone #:*
Street Address:
City, State Zip:
Relevant Tax Experience:
Business Name:
EIN#:
Business Email:
Business Address:
City, State Zip:
Need EFIN?:*
Compensation:

Pay Period Jan 1st- Feb 15th= Pay on 2/20.

2/16- 3/15th= 3/20th

3/16 -4/15= 4/20

Every month thereafter on funded clients
Commission Tiers (non-retroactive) Funded Returns: W/Out EFIN 1-100 = 70% 101-250= 80% 251- Or More= 95% W/ EFIN: 1-100= 90% 101 Or More= 100%
Position Term: Owner Operator Emergency Contact: Name: Phone:
Independent Tax Office Responsibilities:
- Tax Office is authorized to use Nexus United property ONLY when conducting tax prepartion or natural course of business.
- Commissions will be distributed only after a file is complete and funded per the following:
  
  1. All pertinent Nexus United Group Filing Forms are signed by Client. ( Ex: 8879, 8867, 1040, Bank, Etc)
  2. All EPS-Bank products and Nexus Compliance Forms are signed by Client.
  3. Client File in Nexus United MOM- Multi Office Management is Complete, including the following:
  A. Permanent Docs are uploaded (ID(s) with exp. Date, SS Cards, Dep. Birth Certs…etc.)
  B. Account Docs are uploaded (Office File, Tax Return, Required Signature Docs, Supporting Docs…etc.)
  C. Transaction Information is accurate and Client Balance is $0.
Direct Deposit Information:
Bank Name:
Name On Acct:
Routing:
Verify Routing:
Bank Account #:
Verify Bank Account #:
Zelle's Deposit Info:
Zelle's Phone #:
Name On Acct:
Owner Signature:

Clear
Nexus United Authorized Signature:

Clear
Date

MonthDayYear
Date
Date

MonthDayYear
Date
Should be Empty:

Nexus United ITO Intake Form

Independent Tax Office Responsibilities:

Direct Deposit Information:

Zelle's Deposit Info: