TS Software and Bank Application

Preferred Bank Of Choice
TAX SAVVY Software and Bank Application

Application - Refund Advantage Refundo OR Santa Barbara TPG
Business Information
Name of Business /DBA Name *
Tax ID/EIN put all zero*
Name of EFIN Holder *

First NameLast Name
Social Security of EFIN Holder*
Date of Birth
mm/dd/yyyy
EFIN Number*
PTIN Number*
Company Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Mailing Shipping Address (Can not be a PO Box)*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Email*
example@example.com
Phone Number Office *
Please enter a valid phone number.Format: (000) 000-0000.
Phone Number Personal/Cell*
Please enter a valid phone number.Format: (000) 000-0000.
Fax Number
Please enter a valid phone number.Format: (000) 000-0000.
Business Type *
Software Type*
IF YOUR BANK ADJUSTS THEIR FEES BEFORE TAX SEASON YOU WILL RECEIVE AN EMAIL NOTIFICATION
FEE SUMMARY

Bank Fee: $39.95

State Bank Fee: $14.95 SBPG (If you for go the bank the client does not pay this fee)
Transmitter Fees : $44
Tech Fee: $18
Service Bureau Fee: $45

Efile fee: You can Pick your own fee in the software

Document Prep Fee: $25.00 base fee you can additional amount up to 150.00 You pick the fee

Audit Protect: $72.00 you can add up to $20.00

Idenity Theft Protection: $59.95 you can add up to $20.00
BANK INFORMATION
NAME OF BANK*
ACCOUNT TYPE*
NAME ON ACCOUNT*
ROUTING NUMBER *
ACCOUNT NUMBER *
DOCUMENTS PENDING CHECK LIST
DRIVERS LICENSE OR STATE ID (NOT EXPIRED)*

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Company Logo

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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 PLEASE TYPE " I AGREE" IN THE BOX ABOVE
Signature*

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TAX SAVVY Software and Bank Application

Business Information

BANK INFORMATION