EFIN Software Contract Agreement

EFIN Holder Software Agreement
To begin the application process you will need the following items:

1.) Valid DL/ ID (No expired Identification) 2.)Social Security Card. 3.)PTIN Letter 4.)EIN Number 5.)DBA Name/Business Name 6.) Business Banking Information 7.) EFIN Application Summary (Incl Tracking Number)
Business Location Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Business Name:
DBA/LLC/Corporation
EIN Number
Affiliates Full Name

First NameLast Name
Birthday

MonthDayYear
Social Security Number
Social Security Card Upload

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Affiliates Home Address: (This will be designated as a shipping address for supplies)

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Phone Number:
Email
Drivers License Number/ID Number
Drivers/ID License State
Drivers License/ID Expiration Date

MonthDayYear
Date
Drivers License/ID Upload

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Have you been convicted of a felony in the past 7 years?
If YES please explain
Do you consent to a background check?
Have you ever prepared taxes before?
If YES, What Company were you contracted with?
Tax Software Used Previously?
Refund Bank Used Previously?
How many returns did you prepare in the last tax season?
Estimate of how many tax returns you anticipate to complete in the upcoming TAX YEAR?

Banking Information

This is the bank for your deposits (MUST BE A BUSINESS ACCOUNT)
Bank Name
Type a question
Routing Number
Bank Account

ERO FEES

These are fees that you will get once funded and during the Summer as rebates
Document Prep Fee- $10.00 per return

This fee is funded once the tax prep fee is funded. Its added to the prep fee. It goes to the Tax Preparer that keyed in the return.The Bank charges $5.00 to faciliate this and it will be deducted from the fee then disbursed with prep fees.

E-File Fee- $0.00-$300.00 This fee you can toggle in each tax return. This will be funded once the tax prep fee is funded. It goes to the Tax Preparer that keyed in the return.

BONUS OPTIONS

Transmission Fee- $30.00/return This fee is ONLY offered if you do volumn. The bank lets us know if you hit the amout first or second week June for the bonus. Reports will be sent out for your records.

Audit Protection Fee- $40.00/return This fee is ONLY offered if you do volumn. The bank lets us know if you hit the amout first or second week June for the bonus. Reports will be sent out for your records.

Identity Theft Protection Fee- $40.00/return This fee is ONLY offered if you do volumn. The bank lets us know if you hit the amout first or second week June for the bonus. Reports will be sent out for your records.

*For people on your team you will receive the $30.00/return as well for their returns.

These are options to maximze your bottom line for the year!!!$$$$$$
By clicking " I Accept" the ERO Fees to be added to your OFFICE EFIN's software setup.

ERO's with a Affiliate's Team

If you will bring team members with you the below information needs to be filled in*
SOFTWARE AND TRAINING FEES

Software & Training Fee for your team members is $899.00. The One-Time fee will be debted out on the back end with the first payout. If you want to add on ANY extra for you please fill in below amount you want to offer software and training to your team. Payout will be within 24 hours of receipt of funds.
Software and Training Fee
Total Amount incl/ $899.00 for training
FEE SPLIT AMOUNTS FOR TEAM AFFILIATES

Affiliates that will be signed up under your EFIN's will be assigned their own Office EFIN. Your fee splits will need to be one percentage (i.e. 30%,40% or 50%) Please check the box below for the percentage you will be signing your team under.
Fee Split Amount for Team Affiliates
PAYROLL AGREEMENT FOR AFFILIATE TEAM
By Clicking (I Accept) below you accept the fee of 5.00% Payroll is charged per office with multiple office setups for payment distribution. (i.e. Office #1 30.00% split negotiated will now be 25.00% paid directly to you once Internal Revenue Service releases payments for customers)

Once Application is submitted a docusign with contract and terms selected will be provided. Contract must be signed for COMPLETE setup. Setup for Bank Enrollment begins after Oct of every year. Please be sure to watch your emails.

Thank You,

Heritage Financial Group
Click here to confirm with photo confirmation that you have completed this form and agree to all terms.
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EFIN Holder Software Agreement