Software and Bank Application

Advantax Software and Bank Application

Application - Refund Advantage OR Santa Barbara TPG
Preferred Bank Of Choice
Mother's Maiden Name
Name of Business /DBA Name
Tax ID/EIN
Name of EFIN Holder

First NameLast Name
Social Security of EFIN Holder
Date of Birth
mm/dd/yyyy
EFIN Number
PTIN Number
Company Address ( Can not be a P O Box)

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.
Software Type
IF YOUR BANK ADJUSTS THEIR FEES BEFORE TAX SEASON YOU WILL RECEIVE AN EMAIL NOTIFICATION.
FEE SUMMARY ( at least 30 clients)

*Federal Bank Fee: $44.95
*State Bank Fee: $14.95 (SBTPG) / $14.00 (Refund Advantage)
*Note: If a bank product is not used, this fee does not apply.
*Transmitter Fees: $46
*Service Bureau Fee: $75.00
*E-File Fee: Preparer sets their own fee in the software
*Document Preparation Fee: $0.00 – $150.00 (set by preparer)
*Audit Protection: $72.00 (optional)
*Identity Theft Protection: $39.95 (optional)
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)

Cancelof
Company Logo

Cancelof
Application Summary

This can found irs.gov e-services.
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Direct Deposit Form

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DISCLOSURE STATEMENT By initialing and signing this form, you expressly acknowledge and agree to the following: All ERO Add-On Fees have been selected solely by you. You understand and accept the payout schedule for each add-on. All fees will be disbursed via direct deposit to the bank account you have designated and maintained on file. Once fees are embedded in the software, they are final and cannot be modified until the subsequent tax season. Important Notice: The software is provided at no cost, contingent upon meeting a minimum of 30 funded clients by April 15, 2027. Failure to meet this requirement will result in a $999 fee, which shall be assessed and payable on April 16, 2027.
IF YOU AGREE PLEASE TYPE " I AGREE" IN THE BOX ABOVE
Initials
Signature
Business Information
Should be Empty:

Advantax Software and Bank Application

Mother's Maiden Name

BANK INFORMATION

Business Information