EFIN Buy Now Pay later software

TAX PRO Software and Bank Application
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FEATURES

Integrated bank products

Get clients their refund faster and get paid sooner. We partner with the most banks in the industry to make it easy to sign up in seconds.

Exclusive mobile app

TaxesToGo™ allows your clients to securely send you their tax info without having to step foot in an office.

Unlimited support

Enjoy year-round support with every software purchase at no additional cost.

All-inclusive software

Professional tax software built by and for tax preparers. Prepare 1040 federal, state, and local tax returns.
Preferred Bank Of Choice
I will pay $149 now for TaxSlayer ProI will pay $449 later for TaxSlayer ProI will pay $149 now for OLT PROI will pay $449 later for OLT PROI will pay $750 to become Sub-Service BureauI will pay $1500 to become Service Bureau
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Business Information
Name of Business /DBA Name *
Tax ID/EIN*
Name of EFIN Holder *

First NameLast Name
Social Security of EFIN Holder*
EFIN Number*
If no EFIN enter “NA”
PTIN Number*
IRS Tracking Number*
If No Tracking Number enter “NA”
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 *
Mother’s maiden name?*
Security question
Mothers maiden name?
Security Question
FEE SUMMARY
State Bank Fee: Refund Advantage $14.00

State Bank Fee: SBTPG $14.95

All Banks Federal Fees are: $39.95

TSP BASE FEES

Trans: $45.00
Tech: $18.00

Service Bureau Fee (depending on prior year volume)
0-100 Prior Year Returns=$99
101-200 Prior Year Returns=$79
201-300 Prior Year Returns=$59
301+ Prior Year Returns=$49
0-100101-200201-300301+
SB Proof, can be uploaded from previous banking productis

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TaxSlayer Pro Audit Protection: $62.00 You can Add up to $30.00 for yourself. *
Pick your add on must be in increments of 10
TaxSlayer Pro Identity Theft Protection: $49.99 You can Add up to $40.00 for yourself. *
Pick your add on must be in increments of 10
BANK INFORMATION
NAME OF BANK*
ACCOUNT TYPE*
NAME ON ACCOUNT*
ROUTING NUMBER *
ACCOUNT NUMBER *
DOCUMENTS PENDING CHECK LIST
APPLICATION SUMMARY for EFIN MUST BE COMPLETE PAGE*

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DIRECT DEPOSIT FORM

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DRIVERS LICENSE OR STATE ID (NOT EXPIRED)*

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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. I understand that I will be invoiced by date form has been submitted. I accept that my account may be drafted via PROTAXCHARGE. 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
I agree
Initials*
Signature*
Should be Empty:

TAX PRO Software and Bank Application

Business Information

BANK INFORMATION