SERVICE BUREAU/PARTNERSHIP INFO FORM
MILLIONAIRES TAX CONSULTANTS
INFORMATION SHEET
TAX PARTNER LEGAL NAME
TAX SEASON
Partner Type
PTIN
EFIN SHARE
EFIN
RESELLER
SERVICE BUREAU
BUSINESS NAME
P R E P A R E R I N F O R M A T I O N
IRS TRACKING #
PTIN
EFIN
BUS. PHONE
E Mail
SOFTWARE USERNAME
TAX OFFICE
SOFTWARE TYPE
CRM ACCESS
BANK PRODUCT
FEE SPLIT %
TRANSMITTING EFIN
SOFTWARE FEE
MASTER EFIN (SERVICE BUREAU)
PAID IN FULL
DRIVER'S LICENSE
SOCIAL SECURITY#
PLEASE KEEP A COPY OF FORM.
S E R V I C E B U R E A U I N F O
SERVICE BUREAU/RESELLER
ADMIN USERNAME
Bank Products Available
REFUNDO
RA
TPG
REPUBLIC
EPS
ONBOARDING SCHEDULED
S E R V I C E B U R E A U I N F O
Software Type
TAXSLAYER PRO
DRAKE
CROSSLINK
OLTPRO
OTHER
COPY OF EFIN RECEIVED
EFIN
BUS. PHONE
E Mail
SOFTWARE USERNAME
BANK PRODUCT(S)
SOFTWARE LINK
SOFTWARE USERNAME
BANK PRODUCT(S)
SOFTWARE LINK
Branding Info
MTC COLORS
CUSTOM COLORS
FEE (IF APPLICABLE)
Logo ($45 extra charge)
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