OLT Pro Tax Software and Bank Application (With EFIN)

OLT Pro Tax Software and Bank Application With EFIN

Please only fill this form out if YOU DO have and active EFIN
OLT Pro Tax Software w EFIN
Business Information
Haw did you hear about us?*
Name of Business /DBA Name *
Tax ID/EIN*
Name of EFIN Holder *

First NameLast Name
Social Security of EFIN Holder*
EFIN Number*
PTIN Number*
Company Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Mailing Shipping Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Email*
example@example.com
Phone Number Office *

Area CodePhone Number
Phone Number Personal/Cell*

Area CodePhone Number
Fax Number

Area CodePhone Number
Business Type *
Software Type*
Software Company*
Bank Option*
Did your enrolled in our tax class?*
Do you have experience preparing income tax?*
IF YOUR BANK ADJUSTS THEIR FEES BEFORE TAX SEASON YOU WILL RECEIVE AN EMAIL NOTIFICATION
FEE SUMMARY

BANK FEE: $39.95

TRANSMITTER FEES: $32.49

SERVICE BUREAU FEE: $76.95

TECHNOLOGY FEE: $15.00

TOTAL FEE: $164.39

If you choose to have the client's state tax go through the bank, this is the fee the bank will charge the client.

STATE BANK FEE: Refund Advantage $14.00 (If you for go the bank the client does not pay this fee)

STATE BANK FEE: $14.95 SBPG (If you for go the bank the client does not pay this fee)
Add On Fees

The next section is for Additional Fees That You Can Take to Increase Your Revenue. (This is voluntary if you do not want to take these fees you do not have to)
E-File Fees: $1.00-$120.00 (This fee is a fee you can keep for yourself as an add on. It will be paid out to you with your tax prep fee.)
ERO 3 Fees( Document Prep Fee): $1.00 -$120.00 (This fee is a fee you can keep for yourself as an add on. It will be paid out to you with your tax prep fee.)
Audit Protection: $62.00 You can Add up to $30.00 for yourself. The max charged to the client can not go past $92.00 (It will be paid out to you in July 2023)*
BANK INFORMATION
NAME OF BANK*
ACCOUNT TYPE*
NAME ON ACCOUNT*
ROUTING NUMBER *
ACCOUNT NUMBER *
DOCUMENTS PENDING CHECK LIST
APPLICATION SUMMARY (This can be found inside your IRS

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VOIDED CHECK or LETTER FROM BANK

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DRIVERS LICENSE

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Picture of Business LOGO (PNG or JPEG)

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DISCLOSURE STATEMENT: By initialing and signing this form you are consenting that all ERO ADD ON Fees were chosen by you and you understand when the payouts of each of the add-ons will be paid and that all fees will be sent via direct deposit to the bank account you have chosen on file. You also understand that all add on payouts will also require a W-4 form and you the ERO will be issued a 1099NEC for tax filing purpose. Once fees are embedded in the software they CAN NOT be changed until the next tax season.
IF YOU AGREE TO THE TERMS, PLEASE TYPE, "I AGREE" IN THE BOX ABOVE
Initials*
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OLT Pro Tax Software and Bank Application With EFIN

OLT Pro Tax Software w EFIN

Business Information

Add On Fees

BANK INFORMATION