ERO Software Account Set Up: The Tax General
DATE
*
-
Month
-
Day
Year
Date
WHICH SOFTWARE PACKAGE DID YOU PURCHASED?
Please Select
PTIN Partner
EFIN Partner
Reseller Partner
Service Bureau Partner
YOUR COMPANY NAME
*
FIRST NAME
*
LAST NAME
*
MIDDLE INITIAL
*
Date of birth
*
-
Month
-
Day
Year
Date
Mother maiden name
*
Business phone number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Logo for mobile app (EFIN partners only)
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CELL PHONE
*
Please enter a valid phone number.
Format: (000) 000-0000.
EMAIL
*
example@example.com
SECONDARY EMAIL
*
example@example.com
OFFICE PHONE
*
Please enter a valid phone number.
Format: (000) 000-0000.
SSN
*
DATE OF BIRTH
*
-
Month
-
Day
Year
Date
PHYSICAL ADDRESS
*
Street Address
APT
City
State / Province
Postal / Zip Code
MAILING ADDRESS
*
Street Address
APT
City
State / Province
Postal / Zip Code
SHIPPING ADDRESS
*
Street Address
APT
City
State / Province
Postal / Zip Code
OFFICE ADDRESS
*
Street Address
APT
City
State / Province
Postal / Zip Code
EFIN (write "applied" if applying)
*
Business EIN number (write "applied" if applying)
*
PTIN (write "applied" if applying)
*
BANK NAME
*
ROUTING ACCOUNT
*
BANK ACCOUNT
*
WHAT IS THE FIRST AND LAST NAME OF THE SERVICE BUREAU OR RESELLER THAT REFERRED YOU? (MUST WRITE FULL NAME)
*
WHAT TAX SOFTWARE DID YOU USE LAST TAX SEASON?
*
Driver Licenses or State ID Number
*
Driver Licenses Expiration Date
*
Driver Licenses State
*
Upload Driver Licenses
*
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EFIN Summary Page (IF APPLICABLE)
*
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HEAD SHOT PHOTO
*
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Transmitter fee amount: add up to $150
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