2024-2025 Premier Tax Pro Software Office Enrollment Form

Tax Business Owner
Your Name
Contact Phone Number
Please enter a valid phone number.
Email Address
example@example.com
PTIN *
Do you have a EFIN to e-file returns?*

YesNoApplied AlreadyOther

EFIN Holder Information

Please provide us your EFIN holder information
EFIN# if you have multiple numbers please list them here separately by comma. Ex. 00000, 00000, 00000, etc.*
Which Bank Partners Would You Like To Enroll With for 2024 Tax Season? (select ALL that may apply)*

Refund AdvantageSanta Barbara (TPG)RefundoEPS Financial
Company Name
Corporation Type(sole proprietor, partnership, LLC?)
EFIN Owner First Name
EFIN Owner Last Name

EFIN Holder Title
EFIN Issued Address
EFIN Issued City, State, Zip
IRS Tracking Number (found on efile summary page on IRS.gov)*
Owner Office Phone Number
Owner Home Phone #
Owner Cell Phone #
Owner fax #
Email Address
Owner SSN*
Date of Birth
Owner Photo ID State
Owner Photo ID # (drivers license)
Owner Photo ID Expiration Date
Owner State Photo ID
Upload Photo ID*

Cancelof

What is your EFIN Registered Under? (EFIN or SSN)
Company EIN (employer identification number)
Financial Information

For Direct Deposit
Name of Financial Institution
Name of Deposit Account
Is this a Checking or Savings account?
Routing Number*
Account Number *

Office Information
Office Phone Number
Company Name (must be the same above)
Cell Phone Number
Fax Number
Email Address
Office Manager's First Name
Office Manager's Last Name
Office Manager's e-mail Address
Office Manager's SSN
Office Manager's Date of Birth
# of years at current address
# of years e-filing
# of years with bank product's
# of Office Personnel
Where would you like your check mailed if a Direct Deposit error occurs?

Address Information
Mailing Information
Mail to
Mailing Address
City, State, Zip
Shipping Information
Ship To
Shipping Address (NO PO BOX)
City, State, Zip
Physical Address
Physical Address (NO PO BOX)
City, State, Zip
Projected Bank Product Volume