TAX PREPARER QUESTIONNAIRE

This is a basic Tax Preparer questionnaire in preparation for you wanting to purchase the Software. Before purchase, it is a requirement to already have an established active EFIN number and Non-Expired PTIN with the IRS.

If you wish to sign under one of our Tax Professionals who are already established please indicate that information in the section below, providing great details of your plans for the tax year and how you would like to operate with IntelliTax Pro.

Any questions, please feel free to email me at info@intellitaxprotax.com

Look forward to Partnering with you!

Tax Preparer NAME*

Full Names

Tax Preparer Phone*

Tax Preparer EMAIL*

example@example.com

Tax Preparer ADDRESS*

City, State, ZIP

Tax Preparer PTIN*

Enter your PTIN place NA if not established with IRS

Tax Preparer EFIN*

Enter your EFIN place NA if not established with IRS

Which Plan are you interested in:

**reminder a disc will be applied, depending on verified Refund Transfers in 2022

How Many Tax Preparations did you file in 2022?*

What Software did you use last year?*

Have You Used any Bank Products in 2022: *

What Bank Services did you you useL*

How many Bank Products (refund transfers) did you complete in 2022*

Please indicate your intentions with IntelliTax Pro:*

If you would like to Schedule an appt to talk please select a day and time

DateTime Submitted*