Tax Prep IC Packet

Note: Jotform uses Secure Sockets Layer (SSL) technology for both server authentication and data encryption, helping to ensure that your data is safe and secure.
Tax Prep IC Packet
Welcome to 2 Financially Lit. We look forward to working with you and hope you enjoy your working experience with us.
- Please complete the required areas (marked with a red asterisk * ) throughout the packet.
- When finished, you will need to electronically submit this packet by clicking on Submit at the end. An option to print a copy of this form is available at the end.
- You will also need to upload the following to your staff profile by the link below:
  - Valid Driver License, Passport or other acceptable ID (state or federal).
  - Social Security Card
  - Completed Application, W-9, Form I-9, IC Signed Agreement and Hiree Contract, which are all a part of your staff profile.
- All items must be submitted before attending our 1st training.
- Please contact Tiffany Myers at (877)235-8299 ext. 888 if you have any questions about your employment with 2 Financially Lit.
Personal Information
Name*

First NameMiddle InitialLast NameSuffix
Date of Birth*

MonthDayYear
Date
Ethnic Origin*
Social Security Number*
XXX-XX-XXXX
Upload Your SSN Card Here*

Upload PDF
Cancelof
Driver's License Number*
Upload Your Driver's License Here*

Upload PDF
Cancelof
Personal Email*
example@example.com
Cell Number*
Home Number
Personal Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
How long at the current address?*
Employment History

List the most recent three employers.
Employer #1*
Employer #2*
Employer #3*
Background Information
Have you ever been convicted of a felony in the past ten years, or any convictions relating to fraud, tax fraud, insurance fraud or financial fraud?*

YesNo
If “Yes”, please explain. You also may want to verify with IRS.gov as it may enable you from getting your PTIN.
Have you been convicted of a crime in the past ten years, excluding misdemeanors and summary offenses, which have not been annulled, expunged or sealed by a court?*

YesNo
If “Yes”, please explain.
Are you currently or have you ever been disbarred from practice by the Department of Treasury?*

YesNo
If “Yes”, please explain.
Are you CURRENT on filing your tax returns and payment of all tax liabilities?*

YesNo
If “No”, why not?
Are you eligible for employment in the United States?*

YesNo
Did you serve in the U.S. Armed Forces?*

YesNo
Are you disabled?*

YesNo
Do you volunteer?*

YesNo
The undersigned in connection with this application authorizes all corporations, companies, credit agencies, educational institutions, persons, law enforcement agencies, military services, and former employers to release information they may have about me to 2 Financially Lit or its agents and releases them from any liability or responsibility from doing so. Further, I authorize the procurement of an investigative consumer report and understand that such a report may contain information about my background, character, and personal reputation. Background checks are performed via ClearChecks.com and you will receive a request to initiate background check. Terms of employment are contingent upon recieving a clear background check. I understand that this notice will also apply to any future update reports that may be requested.
Signature for Background Authorization*

Powered by Jotform SignClear
Date Signed*

MonthDayYear
Date
Emergency Contact Information
Emergency Contact Name*

First NameLast Name
Relationship to Self*
Please provide phone numbers, specifically the number they are best to be contacted on.
What is the best way to contact them in the event of an emergency?*

Cell PhoneHome PhoneWork Phone
Emergency Contact Cell Number
Emergency Contact Home Number
Emergency Contact Work Number
Miscellaneous Information
Are You a Relative of a Current 2 Financially Lit Employee?*

Yes*No
*If Yes, Please Give Name of Relative

First NameLast Name
Have you previously prepared taxes professionally?*

Yes*No
Active PTIN:
If yes, how many clients do you have?
Please list any tax software previously used:

CrosslinkDrakeIntuit ProConnectOLTProTaxSlayer ProNoneOther
Scheduling Availability

Remember, You Choose When You Work! 😁

What are the days of the week and times you are available to work?*

	Morning	Afternoon	Evenings	Any
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
Sunday

Total hours per week you are available to work?*
Ex: 40 hours
Are there days of the week or hours in a day that you cannot work due to school, family obligations or other employment?*
Driver License Authorization
As an employee of 2 Financially Lit and under the age of 18, I consent and authorize 2 Financially Lit and its designees to obtain information from the STATE Driver License Division (“Division”) relating to my driving record. Information to be provided by the Division includes name, driver’s license number, date of issuance, whether the license is valid, driving incidents, and reports, and other similar driver information specific to employees of 2 Financially Lit.

(This will only be required if driving the company vehicle.)
If you are under the age of 18 and/or do not have a driver's license, please indicate by clicking the N/A button. You will still need to sign and date this section.

N/A
Signature for Driver License Authorization*

Powered by Jotform SignClear
Date Signed*

MonthDayYear
Date
W-9
The link to the Federal Form W-9 is below. A new tab will open when you click on it. The form is a fillable PDF that you will be able to download with your changes filled in. Complete Page 1, steps 1 through 2, sign and date it. Once you have completed the completed form, download the completed form with your changes to your computer.

Click Here to View and Fill-In the Federal Form W-9
Upload Your Completed W-9 Here*

Upload PDF
Cancelof
Your signed W-9 form will be uploaded to your client file once this is all submitted.
I-9
The link to the Department of Homeland Security Form I-9 is below. A new tab will open when you click on it. The form is a fillable PDF that you will be able to download with your changes filled in. Complete Page 1 to the signature section of the form. Once you have referred to the instructions that accompany the form, download the completed form with your changes to your computer.

Click Here to View and Fill-In the Department of Homeland Security I-9

Your signed I-9 form will need to be uploaded using the link below so that it will be uploaded to your client file once submitted.
Upload Your Completed I-9 Here*

Upload PDF
Cancelof
Authorization for Direct Deposit
2 Financially Lit encourages and recommends all employees use direct deposit for their paychecks. If you do not have a bank account, please indicate below by selecting the checkbox and a paper paycheck will be generated for you each pay period. (A paper check will be mailed and the process typically takes 2 to 3 additional days beyond direct deposits.)
I do not have a bank account and need my paychecks printed.

Yes, send me paper paychecks.
To ensure you will be set up correctly for payment in Quickbooks, please complete the Authorization for Direct Deposit. The link to the Authorization for Direct Deposit is below. A new tab will open when you click on it. The form is fillable and you will be able to download it to your computer with your information and signature filled in. You will see the link to upload the form below to be added to your staff folder.

Click Here to View and Fill-In the Authorization for Direct Deposit
Upload Your Completed Authorization for Direct Deposit*

Upload PDF
Cancelof
Tax Office Policy Manual
As an employee or contractor of 2 Financially Lit you will be expected to abide by the standards contained in the Tax Office Policy Manual (Staff Handbook).

Please make sure to review the entire book.

Click Here to View and Save a Copy of the Policy Manual

Once you have reviewed the Tax Office Policy Manual, you will be able to acknowledge it below in the Acknowlegdement section.
Independent Contractor Agreement
The link below is to the 2FL Tax Prep IC Agreement. This agreement is separate from your contract as an employee/contractor in that we may use other systems not specific to the AffordaTax system. This agreement includes some of the viewed guidelines of AffordaTax system yet, focuses on the overall business of 2 Financially Lit. We do more than just taxes and this agreement represents those services. Please read and review the entire document before signing. Once completed, please save and store the file on your computer, then upload the signed form below, upload the signed form so that once submitted, a copy will be stored in the staff profile.

Click Here to View and Sign the 2FL Tax Prep IC Agreement
Upload Your Completed 2FL Tax Prep IC Agreement*

Upload PDF
Cancelof
Affiliate Partner Contract
The link below is to the Affiliate Partner Contract by 2 Financially Lit on behalf of AffordaTax Biz-in-a-Box, Inc. This contract is separate from your agreement as an employee/contractor for 2 Financially Lit and is specific to the AffordaTax Biz-in-a-Box system. This agreement includes all of the viewed guidelines of AffordaTax system yet. This contract is just for the filing of taxes in the within the AffordaTax system and no other services outside of it. Please read and review the entire document before signing. Once completed, please save and store the file on your computer, then upload the signed form below so that once submitted, a copy will be stored in the staff profile.

Click Here to View and Sign the 2FL Partner Contract
Upload Your Completed 2FL Partner Contract*

Upload PDF
Cancelof
Acknowledgment
Required*

I agree that I have completed and uploaded the required documents: W-9 & I-9.I acknowledgment the Receipt of the Tax Office Policy Manual.I agree that I have completed the 2FL Tax Prep IC Agreement & Partner Contract.I agree that I have completed the 2FL Authorization for Direct Deposit (If Applicable).The information provided in this Application for Independent Contractor Tax Preparer is true and accurate. I understand that if affiliated, any misstatement or omission of fact on this application may result in my dismissal. I understand that acceptance of an offer of affiliation does not create a contractual obligation upon 2 Financially Lit to continue to affiliate with me in the future. If you decide to engage an investigative consumer-reporting agency to report on my credit and personal history I authorize you to do so. If a report is obtained you must provide, at my request, the name of the agency so I may obtain from them the nature and substance of the information contained in the report.
Applicant's Signature*

Powered by Jotform SignClear
Date Signed*

MonthDayYear
Date
Should be Empty:

Tax Prep IC Packet

Personal Information

Employment History

Background Information

Emergency Contact Information

Miscellaneous Information

Scheduling Availability

Driver License Authorization

W-9

I-9

Authorization for Direct Deposit

Tax Office Policy Manual

Independent Contractor Agreement

Affiliate Partner Contract

Acknowledgment