W2G TAX PRO Software and Bank Application 2024/25

W2G Software and Bank Application
Welcome to W2G Tax Pro!

We are absolutely thrilled to have you join our team! 🎉

To kick off your journey with us, we kindly ask for your help in completing the intake form. Don’t forget to submit the payment option of your choice to finalize your enrollment. We can’t wait to get started with you!

Let’s make this amazing!
Preferred Bank Of Choice
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*
EFIN Number*
PTIN Number*
Mailing Shipping Address (Can not be a PO Box)*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Date of Birth
mm/dd/yyyy
Company Address*

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 have bank product, this goes to the bank ,the client does not pay this fee)
Transmitter Fees : $56.00
Service Bureau Fee: $35.00

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

Document Prep Fee: $10.00

Audit Protect: $72.00 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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ERO ONLY!

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Bonus: EFlip Book

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Bundle Offer #1
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Total

$0.00
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
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W2G Software and Bank Application

Business Information

BANK INFORMATION