LTPS OLT Software & Bank Application For 2024 Taxes in 2025 Year

LTPS OLT Software & Banking Application

Application - Refund Advantage, Santa Barbara TPG, or Republic Bank
Preferred Bank Of Choice
Business Information
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
Mothers Maiden Name
EFIN Number
PTIN Number
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
Physical Address (Can NOT be a PO Box)

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Personal Email
example@example.com
Business 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.
IF YOUR BANK ADJUSTS THEIR FEES BEFORE TAX SEASON YOU WILL RECEIVE AN EMAIL NOTIFICATION
FEE SUMMARY

Bank Fee: $39.95

State Bank Fee (REFUND ADVANTAGE): $14.00 (If you do not use the bank the client does not pay this fee)

State Bank Fee (SBTPG): $14.95 (If you do not use the bank the client does not pay this fee)

State Bank Fee (REPUBLIC BANK): $10.00 (If you do not use the bank the client does not pay this fee)

Transmitter Fees: $66.00
Tech Fee: $15.00
Service Bureau Fee: $70.00
This next section is for Additional Fees That You Can Take to Increase Your Revenue. (This is voluntary if you do not want to take these fees you do not have to)
(REPUBLIC BANK ONLY) E-File Fees: $1.00-$40.00 (This fee is a fee you can keep for yourself as an add on. It will be paid out to you in real time with your tax prep fee.)
Place E-file fee here $1.00 -$150.00
(REFUND ADVANTAGE ONLY) E-File Fees: $1.00 -$150.00 (This fee is a fee you can keep for yourself as an add on. It will be paid out to you in real time with your tax prep fee.
(REFUND ADVANTAGE ONLY) ERO 3 Fees (Document Prep Fee): $1.00 -$150.00 (This fee is a fee you can keep for yourself as an add on. It will be paid out to you in real time with your tax prep fee.)
Place ERO3 aka Document Prep Fee here $1.00-$150.00
SBTPG ONLY!!!!!!!!

ERO 3 Fees( Document Prep Fee): $1.00 -$160.00 (This fee is a fee you can keep for yourself as an add on. It will be paid out to you in real time with your tax prep fee.)

Document Prep Fee
This is a fee that will be charged on all bank product returns and cannot be changed once you start transmitting returns electronically.

If you charge a Customer a Document Preparation Fee (the “DPF”) in addition to a tax preparation fee, SBTPG shall assess a processing fee to you. This fee will be calculated according to the following schedule depending on the amount of DPF collected from each Customer:

Fee range SBTPG

Fee $9.00 - $34.99 $5

$35.00 - $89.99 $7

$90.00 - $160.00 $10
SBTPG ERO 3 Fees( Document Prep Fee): $1.00 -$160.00
Place ERO aka Document Prep Fee here $1.00-$160.00
SBTPG E-file Fee: $1.00 -$150.00 (This fee is a fee you can keep for yourself as an add on. It will be paid out to you in real time with your tax prep fee.)
SBTPG ONLY!!!!!

Check Administration Fee Program

Check Administration Fee Program
Select Yes if you would like to opt in to the Check Administration Fee Program.

Your taxpayer(s) will be charged a $12.00 check administration fee for each disbursement check (other than checks issued for Fast Cash Advance).

SBTPG, Transmitter and the tax preparer participating in this program will each receive a portion of this fee.

If you choose to opt in to this program, you will receive $4.00 for every disbursement check.

Taxpayer(s) may inquire with you to determine applicability of this fee. This fee will be deducted from the taxpayer(s) tax refund proceeds and included in their Refund Transfer disclosures.

If you do want to participate in an additional transmission fee agreement please select "Yes" from the drop down menu below.
Would you like to opt into The Check Administration Fee Program
If you opt in you will receive $4.00 if the client has a check issued
Audit Protection: $59.95 | You can Add on fee cannot exceed 65.00 The max charged to the client can not go past $124.95 (This fee you can keep for yourself as an add on. It will be paid out to you in real time with your tax prep fees.)
Pick a number from 1.00 to 65.00
Would You Like To Have Branded Software w Your Logo and a personalized URL for a one time fee of $997
BANK INFORMATION

Where you want your tax prep fees and add ons deposited into.
NAME OF THE BANK
Ex Chase, Wells, NFCU
ACCOUNT TYPE
Business or Personal
NAME ON ACCOUNT
Business name or Personal name
ROUTING NUMBER
Must be 9 digits
ACCOUNT NUMBER
DOCUMENTS PENDING CHECK LIST
APPLICATION SUMMARY ( If we provided the EFIN Please just upload you DL twice)

Cancelof
DIRECT DEPOSIT FORM

Cancelof
DRIVERS LICENSE OR STATE ID or PASSPORTS (NOT EXPIRED)

Cancelof
Company Logo

Cancelof
Initials
Signature
Should be Empty:

LTPS OLT Software & Banking Application

Business Information

BANK INFORMATION