2025 PTIN Partner Onboarding
Please answer the questions to the best of your ability and correctly so that you are getting the best package for your software.-`
Name
*
First Name
Last Name
Address *must be able to receive physical mail NO PO BOXES ACCEPTED. This address will be on your returns*
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Cell Phone Number
*
Please enter a valid phone number.
Business Phone Number
*
Please enter a valid phone number.
Email
*
example@example.com
SSN *required for bank products*
*
Do you have experience filing taxes ?
*
Yes
No
Do you have a valid PTIN from a previous season?
*
Yes
No
Have you ever worked for a tax office or owned your own tax office?
*
Yes
No
What software did you use last tax season?
*
What bank did you use last tax season?
*
How many returns have you filed in the previous season?
*
None
0-50 returns
50-100 returns
Over 100 returns
Back
Next
Required Document Upload
ID *required for bank products & cannot be expired*
*
Browse Files
Drag and drop files here
Choose a file
Cancel
of
PTIN History Screenshot from IRS
*
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Selfie Holding ID
*
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Back
Next
Contract
As part of the Service Bureau agreement, the PTIN Holder will receive access to a private Partner Portal and Community Hub designed to support success throughout the tax season. These platforms include, but are not limited to:On-demand tax education and business development coursesDigital templates and operational resourcesTools for return accuracy, workflow improvement, and complianceAccess to a private ERO community for support, collaboration, and updatesThese resources are intended for individual use only by the registered ERO on file. Sharing, reselling, or distributing any portion of the materials, login access, or content from the portal is strictly prohibited.Unauthorized use or distribution may result in revoked access, removal from the program, and potential legal action.All digital materials remain the intellectual property of the Service Bureau and/or its content creators and are provided for professional use in alignment with this agreement.
*
I Agree
Fraud & Misconduct Clause: The PTIN holder agrees to operate with the highest level of integrity and in full compliance with all IRS regulations, banking partner policies, and applicable federal and state laws.Any instance of fraud, misrepresentation, or unethical behavior—whether involving taxpayer returns, refund transfers, bank products, identity verification, or documentation—will result in the immediate termination of this agreement. In such cases: • The PTIN holder will forfeit all access to the tax software, partner portal, and any related services. • The PTIN holder will forfeit any and all remaining revenue owed by the Service Bureau, including return-based payouts, markups, or rebates. • The PTIN holder will be held 100% financially responsible for any fees, penalties, legal costs, or financial damages incurred by the Service Bureau, banking institutions, or affected third parties as a result of their fraudulent or unethical actions.The Service Bureau reserves the right to pursue legal action and report fraudulent behavior to appropriate regulatory agencies, including the IRS and financial partners.
*
I Agree
Payment Clause & Revenue Split: All return revenue will be split between the Service Bureau and the PTIN holder on a 75/25 basis, with the PTIN holder receiving 75% of the net profit after all applicable fees have been deducted. These fees include, but are not limited to: Cash advances fees.
*
I Agree
Confidentiality & Data SecurityThe PTIN holder acknowledges that they are solely responsible for implementing and maintaining proper security protocols to protect all taxpayer information collected, stored, or transmitted through the software. The Service Bureau does access, monitor, & intervene in any data security measures taken by the PTIN holder and shall not be held liable for any data breaches, unauthorized access, or loss of taxpayer information.
*
I Agree
If the PTIN holder requires additional hands-on assistance with a return after receiving access to all required training materials and resources, that specific return will be subject to a revised split of 70/30, with the PTIN holder receiving 70% of the net profit after fees, and the Service Bureau receiving 30%. This includes situations where the Service Bureau must directly assist in return completion, client communication, or advanced troubleshooting.
*
I Agree
Cash Advance Program FeeFor all pre-season loans (also referred to as cash advances), an $89 fee per return will apply. This fee is deducted from the funded return prior to the revenue split.The PTIN holder is responsible for disclosing all applicable client fees, including the cash advance fee, to the taxpayer at the time of service.
*
I Agree
IRS & Bank ComplianceThe PTIN holder understands and agrees that they are solely responsible for maintaining compliance with all IRS regulations and refund transfer bank requirements. This includes, but is not limited to, maintaining an active PTIN, completing all required compliance training and exams, uploading identification and documentation, and responding to all bank or IRS requests in a timely manner.Failure to complete required compliance steps or provide accurate and timely documentation may result in bank product denial, software limitations, or IRS penalties, for which the PTIN holder assumes full responsibility.
*
I Agree
Refund Transfer Bank AgreementThe PTIN holder acknowledges that all refund transfer services are provided through third-party financial institutions and not by the Service Bureau. The Service Bureau is not a bank, lender, or financial institution and does not issue, control, or distribute any taxpayer funds or preparer fees.The PTIN holder agrees to comply with all terms, policies, and compliance requirements set forth by the refund transfer bank.The Service Bureau shall not be held liable for any delays, errors, denials, or disruptions in bank product processing, funding, or fee disbursement.
*
I Agree
Signature
*
Book Your Onboarding APT
*
Continue
Continue
Should be Empty: