2024-2025 Premier Tax Pro Software Office Enrollment Form

  • Tax Business Owner

  • Format: (000) 000-0000.
  • Do you have a EFIN to e-file returns?*

  • EFIN Holder Information

    Please provide us your EFIN holder information
  • Which Bank Partners Would You Like To Enroll With for 2024 Tax Season? (select ALL that may apply)*
  • Browse Files
    Drag and drop files here
    Choose a file
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  • Financial Information

    For Direct Deposit

  • Office Information

  • Address Information

  • Mailing Information

  • Note

    You won't be able to change the fee amounts once you start transmitting electronic returns. 

  • Would you like to add to your transmission fee?*

  • Document Prep Fee
    This is a fee that will be charged on all bank product returns and cannot be changed once you start transmitting returns electronically.

  • Offer Advances/Loan's? (Yes/No)
  • Offer Pre-ack loan's? (Yes/No)
  • Offer Card Disbursement's? (Y/N)
  • Offer Check Disbursement's? (Yes/No)
  • What type of office is this? (Home Office, Office Building, or Online)

  • Refund Advantage Questions

  • Security Question: Choose One
  • Is this EFIN shared with more than one person? (Y/N)
  • Has anyone associated with this business ever been assessed preparer penalties , convicted of a criminal offense under federal revenue laws, or been barred from practice?
  • Legal Entity Status Filed with the IRS?
  • Have you been the subject of any fines, corrective actions or official orders related to violations of law or consumer compliance regulations relative to tax preparation or consumer lending? (Y/N)*
  • Should be Empty: